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Disclosery

Waterloo Capital, L.P.: CASY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on CASY, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 3,438 CASY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,438 shares
    Change vs previous 13F -655 shares

    0.15% of the 13F portfolio, value $2,732,512.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,093 shares
    Change vs previous 13F +584 shares

    0.21% of the 13F portfolio, value $2,979,246.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,509 shares
    Change vs previous 13F +156 shares

    0.14% of the 13F portfolio, value $1,939,215.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,353 shares
    Change vs previous 13F +246 shares

    0.14% of the 13F portfolio, value $1,895,377.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,107 shares
    Change vs previous 13F +361 shares

    0.13% of the 13F portfolio, value $1,585,163.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,746 shares
    Change vs previous 13F +46 shares

    0.11% of the 13F portfolio, value $1,191,976.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,700 shares
    Change vs previous 13F +113 shares

    0.11% of the 13F portfolio, value $1,069,664.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,587 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $971,778.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).