Aristotle Atlantic Partners Reduces Stake in Murphy USA

The investment firm lowered its holdings in the specialty retailer by 19.5% during the third quarter.

Mar. 15, 2026 at 7:57am

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Aristotle Atlantic Partners LLC lowered its holdings in shares of Murphy USA Inc. (NYSE:MUSA) by 19.5% during the third quarter, according to the company's recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,638 shares of the specialty retailer's stock, valued at $10,731,000 at the end of the quarter.

Why it matters

This filing provides insight into the investment strategies and portfolio adjustments of Aristotle Atlantic Partners, a prominent institutional investor. Changes in major shareholders' positions can signal shifts in market sentiment or expectations around a company's performance.

The details

Aristotle Atlantic Partners sold 6,700 shares of Murphy USA during the third quarter, reducing its total stake to 27,638 shares. The firm now owns 0.15% of the specialty retailer's outstanding stock. Other institutional investors have also modified their holdings of Murphy USA, with some increasing and others decreasing their positions in the company.

  • Aristotle Atlantic Partners filed its 13F report for the third quarter of 2026.

The players

Aristotle Atlantic Partners LLC

An investment management firm that lowered its stake in Murphy USA during the third quarter of 2026.

Murphy USA Inc.

A specialty retailer that operates gas stations and convenience stores across the United States.

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The takeaway

This filing highlights the ongoing shifts in institutional ownership of Murphy USA, as investors adjust their portfolios in response to the company's performance and market conditions. The changes in major shareholders' positions can provide valuable insights for investors monitoring the specialty retailer's outlook.