Fund HoldingsCAS Investment Partners, LLC

Total Portfolio Value
$1.54B
Total Bought
$0
Total Sold
$177.41M
Net Transaction
-$177.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CARDLYTICS INC6,368,9105,613,922-754,98823,62910,2170.66%-13,411
CAPITAL ONE FINL CORP(COF)806,389709,295-97,094143,795127,1778.26%-16,619
HILTON GRAND VACATIONS INC(HGV)6,492,3445,716,641-775,703252,877213,86013.89%-39,017
CARVANA CO(CVNA)6,377,7975,685,029-692,7681,296,9891,188,62677.19%-108,363
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