The Analysis of CAS Investment Partners, LLC's Holdings


Currently, CAS Investment Partners, LLC holds 5 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in N/A (+5.3M shares, valued at $238.0M), N/A (+5.2M shares, valued at $6.0M); decreased their positions in CVNA (-279.5K shares, valued at $117.9M), COF (-81.3K shares, valued at $19.7M), SWIM (-57.6K shares, valued at $365.8K); initiated new positions in N/A (+5.3M shares, valued at $238.0M), N/A (+5.2M shares, valued at $6.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO CL A4.6M shares-5.72%2025-12-312026-02-17history
HILTON GRAND VACATIONS HILTON GRAND VACATIONS5.3M sharesnew addition2025-12-312026-02-17history
COF CAPITAL ONE FINANCIAL CORP584.1K shares-12.22%2025-12-312026-02-17history
SWIM LATHAM GROUP942.4K shares-5.76%2025-12-312026-02-17history
CARDLYTICS, INC. CARDLYTICS, INC.5.2M sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available