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WESTPORT, CT · CIK 0001697591
New positions
0
Added to
0
Trimmed
4
Exited
2
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | $1.43B | 81.67% | -1.5% |
| 2 | HGVHILTON GRAND VACATIONS INC | $204.98M | 11.73% | -1.5% |
| 3 | COFCAPITAL ONE FINL CORP | $105.00M | 6.01% | -1.5% |
| 4 | CDLXEURCARDLYTICS INC | $5.46M | 0.31% | - |
| 5 | SWIMLATHAM GROUP INC | $4.99M | 0.29% | -1.5% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| CVNACARVANA CO | $1.43B | 4,541,291 | -1.5% |
| HGVHILTON GRAND VACATIONS INC | $204.98M | 5,239,891 | -1.5% |
| COFCAPITAL ONE FINL CORP | $105.00M | 575,548 | -1.5% |
| SWIMLATHAM GROUP INC | $4.99M | 928,545 | -1.5% |
As of Q1 2026, CAS Investment Partners, LLC reported a portfolio value of $1.75B across 5 positions in their 13F filing.
CAS Investment Partners, LLC's largest holding is CVNA with a position worth $1.43B. Their top holdings include CVNA, HGV, COF, CDLXEUR, SWIM.
In Q1 2026, CAS Investment Partners, LLC made the following changes to their portfolio: 2 positions sold out, 4 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.
Get alerts when CAS Investment Partners, LLC files new 13F holdings.