CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2018 · filed May 15, 2018
| WRLD WORLD ACCEPTANCE CORP | 27.7% | Held | 602,791 | $63.5M |
| HLF HERBALIFE LTD | 24.1% | Held | 565,241 | $55.1M |
| CVNA CARVANA CO | 20.1% | New | 2,008,068 | $46.0M |
| CACC CREDIT ACCEPTANCE CORP | 15.3% | Added +37.7% | 105,986 | $35.0M |
| CMPREUR CIMPRESS NV | 12.8% | Reduced −29.1% | 190,199 | $29.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HEALTH INS INNOVATIONS INC | 750,183 | $18.7M |
| 1940857D FOGO DE CHAO INC | 1,155,836 | $13.4M |
| URI UNITED RENTALS INC | 32,300 | $5.6M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.