CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $1.72B

Positions: 4

Period: 2024-12-31

Filed: 2025-02-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

New positions

Added to

Trimmed

Exited

CAS Investment Partners, LLC Q4 2024 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $1.72B across 4 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$1.30B·HGV$252.88M·COF$143.80M·CDLXEUR$23.63M

1 increased3 reduced1 exits

Holdings Heatmap

CVNA75.5% · $1.30B-1.2%HGV14.7%+2.0%COF8.4%-0.6%

CDLXEUR1.4% · $23.63M-0.8%

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

HGV

HILTON GRAND VACATIONS INC

Largest Reductions3

CAPITAL ONE FINL CORP

$143.80M

-0.6%

Exits1

WRLD

WORLD ACCEP CORPORATION

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$1.30B	6,377,797	75.53%	-1.2%
2	HGVHILTON GRAND VACATIONS INC	$252.88M	6,492,344	14.73%	+2.0%
3	COFCAPITAL ONE FINL CORP	$143.80M	806,389	8.37%	-0.6%
4	CDLXEURCARDLYTICS INC	$23.63M	6,368,910	1.38%	-0.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
HGVHILTON GRAND VACATIONS INC	$252.88M	6,492,344	+129.3K	+2.0%

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