13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002046
Total Value
$2.05B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 4,922,268 | $1.66B | 80.82% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 5,659,803 | $235.1M | 11.45% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 702,181 | $149.4M | 7.28% |
| 4 | CARDLYTICS INC | CDLX | 5,613,922 | $9.2M | 0.45% |