CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2021 · filed Feb 14, 2022
| CVNA CARVANA CO | 40.1% | Added +0.3% | 3,314,303 | $768.2M |
| HGV HILTON GRAND VACATIONS INC | 21.0% | Added +28.8% | 7,727,165 | $402.7M |
| CDLXEUR CARDLYTICS INC | 17.9% | Added +0.7% | 5,186,466 | $342.8M |
| WRLD WORLD ACCEPTANCE CORP | 9.7% | Held | 755,768 | $185.5M |
| HLF HERBALIFE LTD | 6.5% | Added +2.2% | 3,062,762 | $125.4M |
| PRTY1EUR PARTY CITY HOLDCO INC | 4.8% | Added +2.9% | 16,456,623 | $91.7M |
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.