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WESTPORT, CT · CIK 0001697591
Portfolio Value
$928.68M
Positions
6
New
0
Increased
2
Decreased
1
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $928.68M across 6 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 100.0% of the portfolio.
Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | $453.67M | 48.85% | -11.8% |
| 2 | CDLXEURCARDLYTICS INC | $280.92M | 30.25% | +1.6% |
| 3 | HOMEAT HOME GROUP INC | $67.72M | 7.29% | - |
| 4 | HLFHERBALIFE NUTRITION LTD | $64.12M | 6.90% | - |
| 5 | WRLDWORLD ACCEP CORP DEL | $46.37M | 4.99% | +0.7% |
| 6 | PRTY1EURPARTY CITY HOLDCO INC | $15.89M | 1.71% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| CDLXEURCARDLYTICS INC | $280.92M | 4,014,249 | +1.6% |
| WRLDWORLD ACCEP CORP DEL | $46.37M | 707,768 | +0.7% |
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