CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2023 · filed Aug 14, 2023
| HGV HILTON GRAND VACATIONS INC | 46.8% | Reduced −1.5% | 6,768,920 | $307.6M |
| CVNA CARVANA CO | 26.9% | Held | 6,827,803 | $177.0M |
| WRLD WORLD ACCEPTANCE CORP | 15.2% | Reduced −1.5% | 744,491 | $99.8M |
| COF CAPITAL ONE FINANCIAL CORP | 5.8% | Reduced −1.5% | 349,560 | $38.2M |
| CDLXEUR CARDLYTICS INC | 5.2% | Held | 5,416,116 | $34.2M |
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.