CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2023 · filed Feb 14, 2024
| CVNA CARVANA CO | 43.7% | Held | 6,827,803 | $361.5M |
| HGV HILTON GRAND VACATIONS INC | 32.9% | Held | 6,768,920 | $272.0M |
| WRLD WORLD ACCEPTANCE CORP | 8.9% | Reduced −24.4% | 562,491 | $73.4M |
| COF CAPITAL ONE FINANCIAL CORP | 8.5% | Added +52.6% | 533,460 | $69.9M |
| CDLXEUR CARDLYTICS INC | 6.0% | Held | 5,416,116 | $49.9M |
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.