CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2019 · filed Aug 14, 2019
| CVNA CARVANA CO | 40.7% | Added +0.4% | 2,535,331 | $158.7M |
| WRLD WORLD ACCEPTANCE CORP | 24.4% | Reduced −14.2% | 581,479 | $95.4M |
| CDLXEUR CARDLYTICS INC | 14.4% | New | 2,162,020 | $56.2M |
| HLF HERBALIFE LTD | 12.4% | Held | 1,130,482 | $48.3M |
| CACC CREDIT ACCEPTANCE CORP | 8.1% | Reduced −39.4% | 65,468 | $31.7M |
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.