CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2023 · filed May 15, 2023
| HGV HILTON GRAND VACATIONS INC | 62.6% | Reduced −6.8% | 6,869,465 | $305.2M |
| CVNA CARVANA CO | 13.7% | Held | 6,827,803 | $66.8M |
| WRLD WORLD ACCEPTANCE CORP | 12.9% | Held | 755,768 | $62.9M |
| COF CAPITAL ONE FINANCIAL CORP | 7.0% | Added +134.6% | 354,820 | $34.1M |
| CDLXEUR CARDLYTICS INC | 3.8% | Held | 5,416,116 | $18.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRTY1EUR PARTY CITY HOLDCO INC | 19,557,248 | $7.1M |
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.