CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2020 · filed May 15, 2020
| CVNA CARVANA CO | 46.3% | Added +37.8% | 3,824,284 | $210.7M |
| CDLXEUR CARDLYTICS INC | 30.4% | Added +40.0% | 3,951,515 | $138.1M |
| HLF HERBALIFE LTD | 9.1% | Added +20.4% | 1,425,462 | $41.6M |
| WRLD WORLD ACCEPTANCE CORP | 8.4% | Added +17.6% | 703,061 | $38.4M |
| HOME AT HOME GROUP INC | 4.6% | Added +18.4% | 10,433,735 | $21.1M |
| PRTY1EUR PARTY CITY HOLDCO INC | 1.1% | Added +34.1% | 10,666,736 | $4.9M |
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.