Institutions / CAS Investment Partners, LLC
CAS Investment Partners, LLC
CIK 1697591 · Institution · as of Dec 31, 2025
Portfolio value
$2.34B
Positions
5
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $1.95B | 83.2% |
| Hilton Grand Vacations | $237.95M | 10.2% |
| Capital One Financial Corp | $141.57M | 6.1% |
| Latham Group, Inc.SWIM | $5.98M | 0.3% |
| Cardlytics, Inc. | $5.98M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.