CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2024 · filed Aug 14, 2024
| CVNA CARVANA CO | 65.7% | Held | 6,530,894 | $840.7M |
| HGV HILTON GRAND VACATIONS INC | 20.4% | Held | 6,446,661 | $260.6M |
| COF CAPITAL ONE FINANCIAL CORP | 7.4% | Added +6.3% | 686,052 | $95.0M |
| CDLXEUR CARDLYTICS INC | 4.1% | Added +1.4% | 6,464,859 | $53.1M |
| WRLD WORLD ACCEPTANCE CORP | 2.4% | Reduced −25.5% | 251,772 | $31.1M |
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.