CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2024 · filed May 15, 2024
| CVNA CARVANA CO | 51.4% | Reduced −4.3% | 6,530,894 | $574.1M |
| HGV HILTON GRAND VACATIONS INC | 27.3% | Reduced −4.8% | 6,446,661 | $304.3M |
| COF CAPITAL ONE FINANCIAL CORP | 8.6% | Added +21.0% | 645,252 | $96.1M |
| CDLXEUR CARDLYTICS INC | 8.3% | Added +17.7% | 6,373,676 | $92.4M |
| WRLD WORLD ACCEPTANCE CORP | 4.4% | Reduced −39.9% | 338,164 | $49.0M |
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.