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Third Point Partners's investment thesis on Casey's General Stores ($CASY) — Q2 2025 | Buyside Digest

$CASYNASDAQCasey's General Stores

BULL

Third Point Partners—CASY

Fund Letter

Q2 2025

Published July 30, 2025

$852.86USD

+12.8% vs last month

$522.78Pitched

+63.1% since pitch

Market Cap$30.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Third Point returned 7.5% in its flagship Offshore Fund in Q2 2025. Key equity drivers...

— Daniel S. Loeb

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