CAS Investment Partners, LLC 13F Holdings

CIK 0001697591 · Westport, CT

As of Sep 30, 2025, CAS Investment Partners, LLC reported 5 positions worth $2.2B in its SEC Form 13F filing.

Top 5 holdings

SecurityTickerSectorSharesValue% of portfolio
CARVANA COCVNAConsumer Cyclical4,889,674 .8B82.26%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical5,643,776$236.0M10.52%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services665,470 41.5M6.31%
CARDLYTICS INCCDLXCommunication Services5,198,067 2.6M0.56%
LATHAM GROUP INCSWIMBasic Materials1,000,000$7.6M0.34%