Is Murphy USA Inc. (MUSA) A Good Stock To Buy Now?
Is MUSA a good stock to buy? We came across a bullish thesis on Murphy USA Inc. on Jorgen’s Substack. In this article, we will summarize the bulls’ thesis on MUSA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 315,918 | $156,054,095 | -38% | 0.07% |
| 2. | Renaissance Technologies Jim Simons | 231,862 | $114,532,872 | -15% | 0.18% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 204,529 | $101,031,190 | 0.1% | |
| 4. | Citadel Investment Group Ken Griffin | 161,918 | $79,982,635 | +385% | 0.01% |
| 5. | Encompass Capital Advisors Todd J. Kantor | 90,000 | $44,457,300 | 1.33% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $367.01 | 5,000 | $1,835,038.50 | 389,172 | 2025-08-05 | Filing | |
| $435.58 | 1,000 | $435,580.00 | 1,000 | 2025-05-27 | Filing | |
| $121.48 | 250 | $30,370.00 | 506 | 2020-11-03 | Filing | |
| $96.97 | 256 | $24,824.32 | 256 | 2020-03-02 | Filing | |
| $67.02 | 7,450 | $499,299.00 | 580,061 | 2018-05-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $547.25 | 3,000 | $1,641,750.00 | 53,841 | 2026-06-05 | Filing | |
| $511.00 | 2,339 | $1,195,229.00 | 15,366 | 2026-06-01 | Filing | |
| $529.44 | 1,050 | $555,912.00 | 3,083 | 2026-05-27 | Filing | |
| $574.49 | 517 | $297,011.33 | 0 | 2026-05-15 | Filing | |
| $596.90 | 15,500 | $9,251,950.00 | 342,212 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 106,439 | $57,356,784 | 0.64% | |
| 2. | 67,158 | $36,189,431 | 0.6% | |
| 3. | 55,343 | $29,822,682 | 3.56% | |
| 4. | 20,154 | $10,860,386 | 4.96% | |
| 5. | 10,184 | $5,487,852 | 0.01% |