CAS Investment Partners, LLC
Clifford Sosin · As of Q3 2019 · filed Nov 14, 2019
| CVNA CARVANA CO | 38.0% | Added +2.7% | 2,604,831 | $171.9M |
| HOME AT HOME GROUP INC | 17.7% | New | 8,345,214 | $80.3M |
| CDLXEUR CARDLYTICS INC | 17.2% | Added +7.3% | 2,319,411 | $77.7M |
| WRLD WORLD ACCEPTANCE CORP | 13.4% | Reduced −18.4% | 474,410 | $60.5M |
| HLF HERBALIFE LTD | 9.5% | Held | 1,130,482 | $42.8M |
| PRTY1EUR PARTY CITY HOLDCO INC | 4.3% | New | 3,430,010 | $19.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CACC CREDIT ACCEPTANCE CORP | 65,468 | $31.7M |
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.