13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001269
Total Value
$1.54B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 5,685,029 | $1.19B | 77.19% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 5,716,641 | $213.9M | 13.89% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 709,295 | $127.2M | 8.26% |
| 4 | CARDLYTICS INC | CDLX | 5,613,922 | $10.2M | 0.66% |