13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003281
Total Value
$2.24B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 4,889,674 | $1.84B | 82.26% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 5,643,776 | $236.0M | 10.52% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 665,470 | $141.5M | 6.31% |
| 4 | CARDLYTICS INC | CDLX | 5,198,067 | $12.6M | 0.56% |
| 5 | LATHAM GROUP INC | SWIM | 1,000,000 | $7.6M | 0.34% |