CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2022 · filed Feb 14, 2023
| HGV HILTON GRAND VACATIONS INC | 67.8% | Reduced −4.6% | 7,367,930 | $284.0M |
| WRLD WORLD ACCEPTANCE CORP | 11.9% | Held | 755,768 | $49.8M |
| CVNA CARVANA CO | 7.7% | Held | 6,827,803 | $32.4M |
| CDLXEUR CARDLYTICS INC | 7.5% | Held | 5,416,116 | $31.3M |
| COF CAPITAL ONE FINANCIAL CORP | 3.4% | New | 151,218 | $14.1M |
| PRTY1EUR PARTY CITY HOLDCO INC | 1.7% | Held | 19,557,248 | $7.1M |
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.