CAS Investment Partners, LLC
Clifford Sosin · As of Q3 2021 · filed Nov 15, 2021
| CVNA CARVANA CO | 47.5% | Held | 3,305,028 | $996.6M |
| CDLXEUR CARDLYTICS INC | 20.6% | Added +14.7% | 5,149,591 | $432.3M |
| HGV HILTON GRAND VACATIONS INC | 13.6% | New | 6,000,000 | $285.4M |
| WRLD WORLD ACCEPTANCE CORP | 6.8% | Held | 755,768 | $143.3M |
| HLF HERBALIFE LTD | 6.1% | Added +50.1% | 2,996,462 | $127.0M |
| PRTY1EUR PARTY CITY HOLDCO INC | 5.4% | Held | 15,986,623 | $113.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HOME AT HOME GROUP INC | 11,078,735 | $408.1M |
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.