CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2020 · filed Feb 16, 2021
| CVNA CARVANA CO | 42.5% | Reduced −11.1% | 3,205,028 | $767.7M |
| CDLXEUR CARDLYTICS INC | 35.5% | Added +2.2% | 4,488,972 | $640.9M |
| HOME AT HOME GROUP INC | 8.9% | Held | 10,433,735 | $161.3M |
| PRTY1EUR PARTY CITY HOLDCO INC | 5.2% | Added +24.2% | 15,263,623 | $93.9M |
| WRLD WORLD ACCEPTANCE CORP | 4.0% | Held | 707,768 | $72.3M |
| HLF HERBALIFE LTD | 3.8% | Held | 1,425,462 | $68.5M |
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.