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WESTPORT, CT · CIK 0001697591
New positions
0
Added to
0
Trimmed
4
Exited
2
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $1.75B across 5 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 100.0% of the portfolio.
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% |
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