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CAS Investment Partners, LLC

Q3 2024 · 13F-HR

CAS Investment Partners, LLCholdings as filed

Filed 2024-11-14 · accession 0001420506-24-002470

$1.51B
Reported value
5
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
146869102CVNACARVANA CO$1.12B74.5%6,453,594CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$231.1M15.3%6,363,011CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$121.5M8.06%811,500CommonSOLE
14161W105CDLXCARDLYTICS INC$20.5M1.36%6,419,733CommonSOLE
981419104WRLDWORLD ACCEP CORPORATION$11.0M0.73%93,299CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.