CAS Investment Partners, LLC Q1 2019 13F Holdings & Portfolio | SmartMoneyDB

CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $334.69M

Positions: 4

Period: 2019-03-31

Filed: 2019-05-15

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

Portfolio Value

$334.69M

Positions

New

Increased

Decreased

Sold Out

CAS Investment Partners, LLC Q1 2019 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $334.69M across 4 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$146.62M·WRLD$79.35M·HLF$59.90M·CACC$48.81M

2 increased1 exits

Holdings Heatmap

CVNA43.8% · $146.62M+16.5%WRLD23.7% · $79.35M+5.2%HLF17.9% · $59.90M CACC14.6%

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

Largest Trades This Quarter

Largest Adds2

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$146.62M	2,525,331	43.81%	+16.5%
2	WRLDWORLD ACCEP CORP DEL	$79.35M	677,479	23.71%	+5.2%
3	HLFHERBALIFE NUTRITION LTD	$59.90M	1,130,482	17.90%	-
4	CACCCREDIT ACCEP CORP MICH	$48.81M	108,000	14.58%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
CVNACARVANA CO	$146.62M	2,525,331	+357.6K	+16.5%
WRLDWORLD ACCEP CORP DEL	$79.35M	677,479	+33.7K	+5.2%

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