CAS Investment Partners, LLC Q3 2019 13F Holdings & Portfolio | SmartMoneyDB

CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $452.82M

Positions: 6

Period: 2019-09-30

Filed: 2019-11-14

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

Portfolio Value

$452.82M

Positions

New

Increased

Decreased

Sold Out

CAS Investment Partners, LLC Q3 2019 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $452.82M across 6 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$171.92M·HOME$80.28M·CDLXEUR$77.75M·WRLD$60.49M·HLF$42.80M

+2 new2 increased1 reduced1 exits

Holdings Heatmap

CVNA38.0% · $171.92M+2.7%HOME17.7% · $80.28MNew CDLXEUR17.2% · $77.75M+7.3%WRLD13.4%-18.4%HLF9.5%

PRTY1EUR4.3% · $19.59MNew

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

PARTY CITY HOLDCO INC

Largest Adds2

Largest Reductions1

Exits1

CREDIT ACCEP CORP MICH

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$171.92M	2,604,831	37.97%	+2.7%
2	HOMEAT HOME GROUP INC	$80.28M	8,345,214	17.73%	New
3	CDLXEURCARDLYTICS INC	$77.75M	2,319,411	17.17%	+7.3%
4	WRLDWORLD ACCEP CORP DEL	$60.49M	474,410	13.36%	-18.4%
5	HLFHERBALIFE NUTRITION LTD	$42.80M	1,130,482	9.45%	-
6	PRTY1EURPARTY CITY HOLDCO INC	$19.59M	3,430,010	4.33%	New

Position Changes

Stock	Value	Shares
HOMEAT HOME GROUP INC	$80.28M	8,345,214
PRTY1EURPARTY CITY HOLDCO INC	$19.59M	3,430,010

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