CrossAmerica Partners LP - UT LTD PTN INT (CAPL)

CUSIP: 22758A105

Q1 2023 13F Holders as of 31 Mar 2023

Share change
-154,135
Put/Call ratio
22%
SEC-reported price per share
$21.49
Number of holders
56
Value change
-$3,188,671
Number of buys
20
Open additional details 1 more signal available
Number of sells
21

Security key

22758A105

Report period

Q1 2023

Institutions

56

Top holders

10

Ownership snapshot

Top reported holders of CAPL - CrossAmerica Partners LP - UT LTD PTN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
2008 IRREVOCABLE AGREEMEN...
Disclosed value leader
Invesco Ltd.
Comparable rows
0/15
Latest evidence
31 Dec 2022
3/4/5 13F Highest disclosed value: $114,277,177 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Invesco Ltd. has the largest disclosed position value at $114.28M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Invesco Ltd.'s linked filing trail.
Disclosed position value Top 5
2008 IRREVOCABLE AGREEMENT OF TRU... $113.19M
Invesco Ltd. $114.28M
Mirae Asset Global Investments Co... $14.15M
Clearbridge Investments, LLC $13.87M
JPMORGAN CHASE & CO $8.06M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
2008 IRREVOCABLE AGREEMENT OF TRUST OF JOHN B REILLY JR
3/4/5
10%+ Owner
class O/S missing
$113,193,131
4,964,611 shares
11 Jun 2021
Invesco Ltd.
13F
Company
13F
class O/S missing
$114,277,177
5,762,843 shares
31 Dec 2022
Mirae Asset Global Investments Co., Ltd.
13F
Company
13F
class O/S missing
$14,148,646
713,497 shares
31 Dec 2022
Clearbridge Investments, LLC
13F
Company
13F
class O/S missing
$13,867,813
699,335 shares
31 Dec 2022
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$8,060,000
406,471 shares
31 Dec 2022
FIRST TRUST ADVISORS LP
13F
Company
13F
class O/S missing
$5,055,519
254,943 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
56
Shares
9,276,131
Rows available
56
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
56
Q1 2023 holders
56
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
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