CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2018 · filed Aug 14, 2018
| CVNA CARVANA CO | 32.3% | Added +2.4% | 2,056,159 | $92.9M |
| WRLD WORLD ACCEPTANCE CORP | 23.4% | Reduced −0.0% | 602,731 | $67.5M |
| HLF HERBALIFE LTD | 21.1% | Added +100.0% | 1,130,482 | $60.7M |
| CACC CREDIT ACCEPTANCE CORP | 13.7% | Added +1.9% | 108,000 | $39.4M |
| CMPREUR CIMPRESS NV | 9.5% | Reduced −3.7% | 183,085 | $27.3M |
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.