CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2022 · filed Aug 15, 2022
| HGV HILTON GRAND VACATIONS INC | 41.9% | Held | 7,727,165 | $276.1M |
| CVNA CARVANA CO | 23.0% | Added +61.6% | 6,727,803 | $151.9M |
| CDLXEUR CARDLYTICS INC | 18.3% | Held | 5,416,116 | $120.8M |
| WRLD WORLD ACCEPTANCE CORP | 12.9% | Held | 755,768 | $84.8M |
| PRTY1EUR PARTY CITY HOLDCO INC | 3.9% | Added +8.3% | 19,557,248 | $25.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HLF HERBALIFE LTD | 2,907,762 | $88.3M |
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.