CAS Investment Partners, LLC — Q1 2025 13F-HR

← CAS Investment Partners, LLC

Q1 2025 · 13F-HR

CAS Investment Partners, LLCholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001269

$1.54B

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$1.19B	77.2%	5,685,029	Common	SOLE
43283X105	HGV	HILTON GRAND VACATIONS INC	$213.9M	13.9%	5,716,641	Common	SOLE
14040H105	COF	CAPITAL ONE FINL CORP	$127.2M	8.26%	709,295	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$10.2M	0.66%	5,613,922	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.