13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000926
Total Value
$1.12B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 6,530,894 | $574.1M | 51.45% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 6,446,661 | $304.3M | 27.27% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 645,252 | $96.1M | 8.61% |
| 4 | CARDLYTICS INC | CDLX | 6,373,676 | $92.4M | 8.28% |
| 5 | WORLD ACCEP CORPORATION | WRLD | 338,164 | $49.0M | 4.39% |