13F HOLDINGS REPORT
CAS Investment Partners, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001697591-26-000002
Total Value
$2.34B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO CL A | CVNA | 4,610,200 | $1.95B | 83.25% |
| 2 | HILTON GRAND VACATIONS | HGV | 5,317,380 | $238.0M | 10.18% |
| 3 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 584,125 | $141.6M | 6.06% |
| 4 | LATHAM GROUP | SWIM | 942,397 | $6.0M | 0.26% |
| 5 | CARDLYTICS, INC. | CDLX | 5,198,067 | $6.0M | 0.26% |