CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2020 · filed Aug 14, 2020
| CVNA CARVANA CO | 48.9% | Reduced −11.8% | 3,374,284 | $453.7M |
| CDLXEUR CARDLYTICS INC | 30.2% | Added +1.6% | 4,014,249 | $280.9M |
| HOME AT HOME GROUP INC | 7.3% | Held | 10,433,735 | $67.7M |
| HLF HERBALIFE LTD | 6.9% | Held | 1,425,462 | $64.1M |
| WRLD WORLD ACCEPTANCE CORP | 5.0% | Added +0.7% | 707,768 | $46.4M |
| PRTY1EUR PARTY CITY HOLDCO INC | 1.7% | Held | 10,666,736 | $15.9M |
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.