CAS Investment Partners, LLC Q4 2018 13F Holdings & Portfolio | SmartMoneyDB

CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $263.55M

Positions: 5

Period: 2018-12-31

Filed: 2019-02-14

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

Portfolio Value

$263.55M

Positions

New

Increased

Decreased

Sold Out

CAS Investment Partners, LLC Q4 2018 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $263.55M across 5 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$70.91M·HLF$66.64M·WRLD$65.83M·CACC$41.23M·CMPR$18.93M

Holdings Heatmap

CVNA26.9% · $70.91M+5.4%HLF25.3% · $66.64M WRLD25.0% · $65.83M+0.1%CACC15.6% · $41.23M CMPR7.2%

Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$70.91M	2,167,766	26.90%	+5.4%
2	HLFHERBALIFE NUTRITION LTD	$66.64M	1,130,482	25.29%	-
3	WRLDWORLD ACCEP CORP DEL	$65.83M	643,802	24.98%	+0.1%
4	CACCCREDIT ACCEP CORP MICH	$41.23M	108,000	15.64%	-
5	CMPRCIMPRESS N V	$18.93M	183,085	7.18%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
CVNACARVANA CO	$70.91M	2,167,766	+111.6K	+5.4%
WRLDWORLD ACCEP CORP DEL	$65.83M	643,802	+802	+0.1%

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