CAS Investment Partners, LLC — Q4 2024 13F-HR

← CAS Investment Partners, LLC

Q4 2024 · 13F-HR

CAS Investment Partners, LLCholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000470

$1.72B

Reported value

Positions

2024-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$1.30B	75.5%	6,377,797	Common	SOLE
43283X105	HGV	HILTON GRAND VACATIONS INC	$252.9M	14.7%	6,492,344	Common	SOLE
14040H105	COF	CAPITAL ONE FINL CORP	$143.8M	8.37%	806,389	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$23.6M	1.38%	6,368,910	Common	SOLE

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.