CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2024 · filed Feb 14, 2025
| CVNA CARVANA CO | 75.5% | Reduced −1.2% | 6,377,797 | $1.30B |
| HGV HILTON GRAND VACATIONS INC | 14.7% | Added +2.0% | 6,492,344 | $252.9M |
| COF CAPITAL ONE FINANCIAL CORP | 8.4% | Reduced −0.6% | 806,389 | $143.8M |
| CDLXEUR CARDLYTICS INC | 1.4% | Reduced −0.8% | 6,368,910 | $23.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WRLD WORLD ACCEPTANCE CORP | 93,299 | $11.0M |
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.