13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001111
Total Value
$487.5M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 6,869,465 | $305.2M | 62.61% |
| 2 | CARVANA CO | CVNA | 6,827,803 | $66.8M | 13.71% |
| 3 | WORLD ACCEP CORPORATION | WRLD | 755,768 | $62.9M | 12.91% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 354,820 | $34.1M | 7.00% |
| 5 | CARDLYTICS INC | CDLX | 5,416,116 | $18.4M | 3.77% |