CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2025 · filed May 15, 2025
| CVNA CARVANA CO | 77.2% | Reduced −10.9% | 5,685,029 | $1.19B |
| HGV HILTON GRAND VACATIONS INC | 13.9% | Reduced −11.9% | 5,716,641 | $213.9M |
| COF CAPITAL ONE FINANCIAL CORP | 8.3% | Reduced −12.0% | 709,295 | $127.2M |
| CDLXEUR CARDLYTICS INC | 0.7% | Reduced −11.9% | 5,613,922 | $10.2M |
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.