13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002101
Total Value
$780.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 6,827,803 | $286.6M | 36.75% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 6,768,920 | $275.5M | 35.32% |
| 3 | WORLD ACCEP CORPORATION | WRLD | 744,491 | $94.6M | 12.13% |
| 4 | CARDLYTICS INC | CDLX | 5,416,116 | $89.4M | 11.46% |
| 5 | CAPITAL ONE FINL CORP | 14040H105 | 349,560 | $33.9M | 4.35% |