CAS Investment Partners, LLC Q2 2019 13F Holdings & Portfolio | SmartMoneyDB

CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $390.30M

Positions: 5

Period: 2019-06-30

Filed: 2019-08-14

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

Portfolio Value

$390.30M

Positions

New

Increased

Decreased

Sold Out

CAS Investment Partners, LLC Q2 2019 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $390.30M across 5 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$158.69M·WRLD$95.43M·CDLXEUR$56.17M·HLF$48.34M·CACC$31.68M

+1 new1 increased2 reduced

Holdings Heatmap

CVNA40.7% · $158.69M+0.4%WRLD24.4% · $95.43M-14.2%CDLXEUR14.4%New HLF12.4%CACC8.1%-39.4%

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

Largest Trades This Quarter

New Positions1

Largest Adds1

Largest Reductions2

CREDIT ACCEP CORP MICH

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$158.69M	2,535,331	40.66%	+0.4%
2	WRLDWORLD ACCEP CORP DEL	$95.43M	581,479	24.45%	-14.2%
3	CDLXEURCARDLYTICS INC	$56.17M	2,162,020	14.39%	New
4	HLFHERBALIFE NUTRITION LTD	$48.34M	1,130,482	12.39%	-
5	CACCCREDIT ACCEP CORP MICH	$31.68M	65,468	8.12%	-39.4%

Position Changes

Stock	Value	Shares
CDLXEURCARDLYTICS INC	$56.17M	2,162,020

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