CAS Investment Partners, LLC
Clifford Sosin · As of Q3 2025 · filed Nov 14, 2025
| CVNA CARVANA CO | 82.3% | Reduced −0.7% | 4,889,674 | $1.84B |
| HGV HILTON GRAND VACATIONS INC | 10.5% | Reduced −0.3% | 5,643,776 | $236.0M |
| COF CAPITAL ONE FINANCIAL CORP | 6.3% | Reduced −5.2% | 665,470 | $141.5M |
| CDLXEUR CARDLYTICS INC | 0.6% | Reduced −7.4% | 5,198,067 | $12.6M |
| SWIM LATHAM GROUP INC | 0.3% | New | 1,000,000 | $7.6M |
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.