CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2019 · filed Feb 14, 2020
| CVNA CARVANA CO | 42.0% | Added +6.5% | 2,774,918 | $255.4M |
| CDLXEUR CARDLYTICS INC | 29.2% | Added +21.7% | 2,821,710 | $177.4M |
| HLF HERBALIFE LTD | 9.3% | Added +4.7% | 1,184,108 | $56.4M |
| WRLD WORLD ACCEPTANCE CORP | 8.5% | Added +26.0% | 597,986 | $51.7M |
| HOME AT HOME GROUP INC | 8.0% | Added +5.6% | 8,815,320 | $48.5M |
| PRTY1EUR PARTY CITY HOLDCO INC | 3.1% | Added +131.8% | 7,951,931 | $18.6M |
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.