CAS Investment Partners, LLC
Clifford Sosin · As of Q3 2023 · filed Nov 14, 2023
| CVNA CARVANA CO | 36.7% | Held | 6,827,803 | $286.6M |
| HGV HILTON GRAND VACATIONS INC | 35.3% | Held | 6,768,920 | $275.5M |
| WRLD WORLD ACCEPTANCE CORP | 12.1% | Held | 744,491 | $94.6M |
| CDLXEUR CARDLYTICS INC | 11.5% | Held | 5,416,116 | $89.4M |
| COF CAPITAL ONE FINANCIAL CORP | 4.3% | Held | 349,560 | $33.9M |
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.