CAS Investment Partners, LLC
Clifford Sosin · As of Q4 2025 · filed Feb 17, 2026
| CVNA CARVANA CO | 83.2% | Reduced −5.7% | 4,610,200 | $1.95B |
| HGV HILTON GRAND VACATIONS INC | 10.2% | Reduced −5.8% | 5,317,380 | $238.0M |
| COF CAPITAL ONE FINANCIAL CORP | 6.1% | Reduced −12.2% | 584,125 | $141.6M |
| SWIM LATHAM GROUP INC | 0.3% | Reduced −5.8% | 942,397 | $6.0M |
| CDLXEUR CARDLYTICS INC | 0.3% | Held | 5,198,067 | $6.0M |
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.