CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2021 · filed May 17, 2021
| CVNA CARVANA CO | 44.3% | Added +3.1% | 3,305,028 | $867.2M |
| CDLXEUR CARDLYTICS INC | 25.2% | Held | 4,488,972 | $492.4M |
| HOME AT HOME GROUP INC | 16.2% | Added +6.2% | 11,078,735 | $318.0M |
| WRLD WORLD ACCEPTANCE CORP | 5.0% | Added +6.8% | 755,768 | $98.1M |
| PRTY1EUR PARTY CITY HOLDCO INC | 4.7% | Added +4.7% | 15,986,623 | $92.7M |
| HLF HERBALIFE LTD | 4.5% | Added +40.1% | 1,996,462 | $88.6M |
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.