CASY
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 28.3 | P/B | 7.69 |
| EPS (TTM) | 20.77 | Dividend | 0.62% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.2M | 0.1% | +21% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | n/a | n/a |
| State Street | 1.4M | 0.0% | +11% |
| FRANKLIN RESOURCES INC | 951K | 0.2% | −11% |
| Morgan Stanley | 936K | 0.0% | n/a |
Top institutional owners for CASY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUL 10 | Koschel Williams Ena | SELL | 3K | −$2M |
| JUL 10 | Wing Allison M. | SELL | 530 | −$444K |
| JUL 10 | Bramlage Stephen P JR | SELL | 6K | −$5M |
| JUL 09 | REBELEZ DARREN M | SELL | 141 | −$115K |
| JUL 02 | Koschel Williams Ena | SELL | 3K | −$2M |
| JUL 01 | FRAZELL CHAD MICHAEL | SELL | 120 | −$95K |
0 insider buys, 6 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CASY yet.