CAS Investment Partners, LLC
Clifford Sosin · As of Q3 2020 · filed Nov 16, 2020
| CVNA CARVANA CO | 55.8% | Added +6.9% | 3,606,974 | $804.6M |
| CDLXEUR CARDLYTICS INC | 21.5% | Added +9.4% | 4,391,586 | $309.9M |
| HOME AT HOME GROUP INC | 10.7% | Held | 10,433,735 | $155.0M |
| WRLD WORLD ACCEPTANCE CORP | 5.2% | Held | 707,768 | $74.7M |
| HLF HERBALIFE LTD | 4.6% | Held | 1,425,462 | $66.5M |
| PRTY1EUR PARTY CITY HOLDCO INC | 2.2% | Added +15.2% | 12,290,199 | $32.0M |
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.