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WESTPORT, CT · CIK 0001697591
New positions
2
Added to
1
Trimmed
3
Exited
1
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO CL A | $1.48B | 78.85% | +396.8% |
| 2 | HGVHILTON GRAND VACATIONS | $272.68M | 14.48% | -0.6% |
| 3 | METAMETA PLATFORMS INC | $76.75M | 4.08% | New |
| 4 | VACMARRIOTT VACATIONS WORLDWIDE CORP. | $40.75M | 2.16% | New |
| 5 | SWIMLATHAM GROUP | $5.97M | 0.32% | -0.6% |
| 6 | CDLXEURCARDLYTICS, INC. | $2.11M | 0.11% | -90.9% |
| Stock | Value | Shares |
|---|---|---|
| METAMETA PLATFORMS INC | $76.75M | 136,246 |
| VACMARRIOTT VACATIONS WORLDWIDE CORP. | $40.75M | 400,000 |
As of Q2 2026, CAS Investment Partners, LLC reported a portfolio value of $1.88B across 6 positions in their 13F filing.
CAS Investment Partners, LLC's largest holding is CVNA with a position worth $1.48B. Their top holdings include CVNA, HGV, META, VAC, SWIM.
In Q2 2026, CAS Investment Partners, LLC made the following changes to their portfolio: 2 new positions, 1 position sold out, 1 position increased, 3 positions reduced.
CAS Investment Partners, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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