CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2026 · filed May 15, 2026
| CVNA CARVANA CO | 81.7% | Reduced −1.5% | 4,541,291 | $1.43B |
| HGV HILTON GRAND VACATIONS INC | 11.7% | Reduced −1.5% | 5,239,891 | $205.0M |
| COF CAPITAL ONE FINANCIAL CORP | 6.0% | Reduced −1.5% | 575,548 | $105.0M |
| CDLXEUR CARDLYTICS INC | 0.3% | Held | 5,198,067 | $5.5M |
| SWIM LATHAM GROUP INC | 0.3% | Reduced −1.5% | 928,545 | $5.0M |
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.