CAS Investment Partners as of Sept. 30, 2020
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 6 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 55.8 | $805M | 3.6M | 223.06 | |
| Cardlytics (CDLX) | 21.5 | $310M | 4.4M | 70.57 | |
| At Home Group | 10.7 | $155M | 10M | 14.86 | |
| World Acceptance (WRLD) | 5.2 | $75M | 708k | 105.55 | |
| Herbalife Nutrition Com Shs (HLF) | 4.6 | $67M | 1.4M | 46.65 | |
| Party City Hold | 2.2 | $32M | 12M | 2.60 |
