CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2025 · filed Aug 14, 2025
| CVNA CARVANA CO | 80.8% | Reduced −13.4% | 4,922,268 | $1.66B |
| HGV HILTON GRAND VACATIONS INC | 11.5% | Reduced −1.0% | 5,659,803 | $235.1M |
| COF CAPITAL ONE FINANCIAL CORP | 7.3% | Reduced −1.0% | 702,181 | $149.4M |
| CDLXEUR CARDLYTICS INC | 0.4% | Held | 5,613,922 | $9.2M |
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.