CL

CAS Investment Partners LLC

CIK: 1697591

Portfolio Value

$2.34B

Total Holdings

5

Report Period

Dec 2025

Top 10 Holdings

CVNA
83.2%
HGV
10.2%
COF
6.1%
SWIM
0.3%
CDLX
0.3%
HGV
0.0%
CDLX
0.0%
Showing top 7 of 7 total holdings

Holdings (7)

Latest 13F positions

CV
CARVANA CO CL A
4.61M$1.95B83.2%
-6%
HG
HILTON GRAND VACATIONS
5.32M$237.95M10.2%
+100%
CO
CAPITAL ONE FINANCIAL CORP
584.1K$141.57M6.1%
-12%
SW
942.4K$5.98M0.3%
-6%
CD
CARDLYTICS, INC.
5.20M$5.98M0.3%
+100%
HG
HILTON GRAND VACATIONS INC
0$0-
-100%
CD
CARDLYTICS INC
0$0-
-100%