CAS Investment Partners as of Sept. 30, 2025
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 82.3 | $1.8B | 4.9M | 377.24 | |
| Hilton Grand Vacations (HGV) | 10.5 | $236M | 5.6M | 41.81 | |
| Capital One Financial (COF) | 6.3 | $142M | 666k | 212.58 | |
| Cardlytics (CDLX) | 0.6 | $13M | 5.2M | 2.43 | |
| Latham Group (SWIM) | 0.3 | $7.6M | 1.0M | 7.61 |
