CrossAmerica Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:CAPL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 May 24	BuyUS$9,761	Thomas Kelso	Individual	500	US$19.52
14 May 24	BuyUS$9,695	Justin Gannon	Individual	500	US$19.39
04 Mar 24	BuyUS$10,820	Thomas Kelso	Individual	500	US$21.64

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CAPL?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	8,746,827	23%
General Public	9,046,725	23.8%
Institutions	9,065,010	23.8%
Individual Insiders	11,188,126	29.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.44% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.6%	Joseph Topper	10,896,689	US$236.2m	0.03%	no data
15%	Invesco Ltd.	5,720,129	US$124.0m	0%	0.03%
13.1%	John B Reilly Jr Trust	4,964,611	US$107.6m	0%	no data
9.94%	Dunne Manning Inc.	3,782,216	US$82.0m	0%	no data
1.42%	Mirae Asset Global Investments Co., Ltd.	539,143	US$11.7m	-0.22%	0.01%
1.24%	ClearBridge Investments, LLC	471,012	US$10.2m	0%	0.01%
0.95%	JPMorgan Chase & Co, Brokerage and Securities Investments	361,231	US$7.8m	8.73%	no data
0.66%	First Trust Advisors LP	252,818	US$5.5m	23.5%	no data
0.54%	Raymond James Financial Services Advisors, Inc.	207,004	US$4.5m	0.46%	0.01%
0.43%	Quadrant Private Wealth Management, LLC	163,768	US$3.6m	0.63%	0.87%
0.3%	Harvest Fund Advisors LLC	113,272	US$2.5m	25.7%	0.03%
0.29%	Mariner, LLC	108,774	US$2.4m	0%	no data
0.27%	LPL Financial Corporation, Asset Management Arm	101,099	US$2.2m	4.57%	no data
0.22%	Mariner Independent Advisor Network, LLC	84,075	US$1.8m	0%	0.04%
0.21%	U.S. Capital Wealth Advisors, LLC	80,000	US$1.7m	0%	0.06%
0.2%	Raymond James Financial Inc., Asset Management Arm	77,387	US$1.7m	-6.27%	no data
0.16%	Morgan Stanley Investment Management Inc.	61,169	US$1.3m	108%	no data
0.15%	Charles Nifong	56,146	US$1.2m	0%	no data
0.13%	Bramshill Investments, LLC	50,489	US$1.1m	0.07%	0.12%
0.13%	David Hrinak	48,730	US$1.1m	0%	no data
0.11%	Stifel Asset Management Corp.	42,046	US$911.5k	-0.65%	no data
0.1%	Goldman Sachs Group, Investment Banking and Securities Investments	39,066	US$847.0k	-0.32%	no data
0.095%	GSA Capital Partners LLP	36,328	US$787.6k	-6.27%	0.06%
0.088%	NewEdge Wealth, LLC	33,496	US$726.2k	0%	0.01%
0.087%	Justin Gannon	33,109	US$717.8k	10.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 14:16
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

CrossAmerica Partners LP is covered by 14 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ethan Bellamy	Baird
Richard Gross	Barclays
Robert Balsamo	B. Riley Securities, Inc.