CAS Investment Partners 13F filings and top holdings and stakes

CAS Investment Partners as of Dec. 31, 2024

Portfolio Holdings for CAS Investment Partners

CAS Investment Partners holds 4 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Carvana Cl A (CVNA)	75.5	$1.3B	6.4M	203.36
Hilton Grand Vacations (HGV)	14.7	$253M	6.5M	38.95
Capital One Financial (COF)	8.4	$144M	806k	178.32
Cardlytics (CDLX)	1.4	$24M	6.4M	3.71

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