13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000470
Total Value
$1.72B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 6,377,797 | $1.30B | 75.53% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 6,492,344 | $252.9M | 14.73% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 806,389 | $143.8M | 8.37% |
| 4 | CARDLYTICS INC | CDLX | 6,368,910 | $23.6M | 1.38% |