CAS Investment Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 4,922,268 | 4,889,674 | -32,594 | 1,658,607,425 | 1,844,580,620 | 82.26% | +185,973,195 |
| LATHAM GROUP INC | 0 | 1,000,000 | +1,000,000 | 0 | 7,610,000 | 0.34% | +7,610,000 |
| CARDLYTICS INC | 5,613,922 | 5,198,067 | -415,855 | 9,234,902 | 12,631,303 | 0.56% | +3,396,401 |
| HILTON GRAND VACATIONS INC(HGV) | 5,659,803 | 5,643,776 | -16,027 | 235,051,619 | 235,966,275 | 10.52% | +914,656 |
| CAPITAL ONE FINL CORP(COF) | 702,181 | 665,470 | -36,711 | 149,396,030 | 141,465,613 | 6.31% | -7,930,417 |