CAS Investment Partners as of March 31, 2026
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 5 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 81.7 | $1.4B | 4.5M | 314.38 | |
| Hilton Grand Vacations (HGV) | 11.7 | $205M | 5.2M | 39.12 | |
| Capital One Financial (COF) | 6.0 | $105M | 576k | 182.43 | |
| Cardlytics (CDLX) | 0.3 | $5.5M | 5.2M | 1.05 | |
| Latham Group (SWIM) | 0.3 | $5.0M | 929k | 5.37 |
