CAS Investment Partners as of Dec. 31, 2025
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 83.2 | $1.9B | 4.6M | 422.02 | |
| Hilton Grand Vacations (HGV) | 10.2 | $238M | 5.3M | 44.75 | |
| Capital One Financial (COF) | 6.1 | $142M | 584k | 242.36 | |
| Latham Group (SWIM) | 0.3 | $6.0M | 942k | 6.35 | |
| Cardlytics (CDLX) | 0.3 | $6.0M | 5.2M | 1.15 |
