Which hedge funds own MUSA? MURPHY USA INC, Q2 2026 13F holders
49 tracked hedge funds disclosed a position in MUSA (MURPHY USA INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Engineers Gate Manager LP at 0.7% of its book. 25 opened a new position this quarter: Oak Thistle LLC, Twinbeech Capital LP, Capital Fund Management S.A., Lecap Asset Management Ltd. 16 exited: Encompass Capital Advisors LLC, Interval Partners, LP, Sourcerock Group LLC.
- 49
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 16
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $129m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $89.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 4.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Encompass Capital Advisors LLC | 1.8% | $44.5m |
| Interval Partners, LP | 0.7% | $21.3m |
| Sourcerock Group LLC | 0.5% | $12.3m |
| Bayforest Capital Ltd | 0.1% | $91.4k |
| Aventail Capital Group, LP | 0.1% | $2.1m |
| Campbell & CO Investment Adviser LLC | 0.10% | $1.7m |
| CenterBook Partners LP | 0.06% | $1.2m |
| SummitTX Capital, L.P. | 0.06% | $2.0m |
| Numerai GP LLC | 0.05% | $520k |
| PDT Partners, LLC | 0.02% | $396k |
| Weiss Asset Management LP | 0.02% | $1.0m |
| Mangrove Partners IM, LLC | 0.02% | $204k |
| Occudo Quantitative Strategies LP | 0.02% | $299k |
| Maverick Capital Ltd | 0.01% | $658k |
| Hudson Bay Capital Management LP | 0.0% | $753k |
| Alyeska Investment Group, L.P. | 0.0% | $223k |
Ownership over time
Who discovered MUSA first? Beta
| Legion Partners Asset Management, LLC high conviction | Q3 2021 | +3.4 pts |
| Junto Capital Management LP | Q2 2020 | +1.9 pts |
| Quantedge Capital Pte Ltd | Q4 2022 | +0.9 pts |
| Spark Investment Management LLC | Q2 2014 | +0.6 pts |
| Aventail Capital Group, LP | Q3 2022 | +0.3 pts |
| Morgens Waterfall Vintiadis & Co Inc | Q3 2022 | +0.1 pts |
| Iridian Asset Management LLC | Q1 2017 | 0.0 pts |
| Intrinsic Edge Capital Management LLC | Q2 2018 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.