CAS Investment Partners as of Sept. 30, 2023
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 5 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 36.7 | $287M | 6.8M | 41.98 | |
| Hilton Grand Vacations (HGV) | 35.3 | $276M | 6.8M | 40.70 | |
| World Acceptance (WRLD) | 12.1 | $95M | 745k | 127.06 | |
| Cardlytics (CDLX) | 11.5 | $89M | 5.4M | 16.50 | |
| Capital One Financial (COF) | 4.3 | $34M | 350k | 97.05 |
