CAS Investment Partners as of June 30, 2026
Portfolio Holdings for CAS Investment Partners
CAS Investment Partners holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co Cl A Cl A (CVNA) | 78.9 | $1.5B | 23M | 65.82 | |
| Hilton Grand Vacations (HGV) | 14.5 | $273M | 5.2M | 52.37 | |
| Meta Platforms Cl A (META) | 4.1 | $77M | 136k | 563.29 | |
| Marriott Vacations Wrldwde Cp (VAC) | 2.2 | $41M | 400k | 101.88 | |
| Latham Group (SWIM) | 0.3 | $6.0M | 923k | 6.47 | |
| Cardlytics (CDLX) | 0.1 | $2.1M | 471k | 4.49 |
