CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2021 · filed Aug 13, 2021
| CVNA CARVANA CO | 42.4% | Held | 3,305,028 | $997.5M |
| CDLXEUR CARDLYTICS INC | 24.2% | Held | 4,488,972 | $569.8M |
| HOME AT HOME GROUP INC | 17.4% | Held | 11,078,735 | $408.1M |
| PRTY1EUR PARTY CITY HOLDCO INC | 6.3% | Held | 15,986,623 | $149.2M |
| WRLD WORLD ACCEPTANCE CORP | 5.2% | Held | 755,768 | $121.1M |
| HLF HERBALIFE LTD | 4.5% | Held | 1,996,462 | $105.3M |
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.