CAS Investment Partners as of March 31, 2025
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 4 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 77.2 | $1.2B | 5.7M | 209.08 | |
| Hilton Grand Vacations (HGV) | 13.9 | $214M | 5.7M | 37.41 | |
| Capital One Financial (COF) | 8.3 | $127M | 709k | 179.30 | |
| Cardlytics (CDLX) | 0.7 | $10M | 5.6M | 1.82 |
