CAS Investment Partners as of June 30, 2025
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 4 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 80.8 | $1.7B | 4.9M | 336.96 | |
| Hilton Grand Vacations (HGV) | 11.5 | $235M | 5.7M | 41.53 | |
| Capital One Financial (COF) | 7.3 | $149M | 702k | 212.76 | |
| Cardlytics (CDLX) | 0.4 | $9.2M | 5.6M | 1.65 |
