13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000672
Total Value
$418.7M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 7,367,930 | $284.0M | 67.82% |
| 2 | WORLD ACCEP CORPORATION | WRLD | 755,768 | $49.8M | 11.90% |
| 3 | CARVANA CO | CVNA | 6,827,803 | $32.4M | 7.73% |
| 4 | CARDLYTICS INC | CDLX | 5,416,116 | $31.3M | 7.48% |
| 5 | CAPITAL ONE FINL CORP | 14040H105 | 151,218 | $14.1M | 3.36% |
| 6 | PARTY CITY HOLDCO INC | 702149105 | 19,557,248 | $7.1M | 1.71% |