13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001593
Total Value
$656.8M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 6,768,920 | $307.6M | 46.83% |
| 2 | CARVANA CO | CVNA | 6,827,803 | $177.0M | 26.95% |
| 3 | WORLD ACCEP CORPORATION | WRLD | 744,491 | $99.8M | 15.19% |
| 4 | CAPITAL ONE FINL CORP | 14040H105 | 349,560 | $38.2M | 5.82% |
| 5 | CARDLYTICS INC | CDLX | 5,416,116 | $34.2M | 5.21% |