CAS Investment Partners, LLC

WESTPORT, CT · CIK 0001697591

Portfolio Value: $1.80B

Positions: 6

Period: 2020-12-31

Filed: 2021-02-16

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

New positions

Added to

Trimmed

Exited

CAS Investment Partners, LLC Q4 2020 13F Filing Summary

CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $1.80B across 6 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: CVNA$767.73M·CDLXEUR$640.89M·HOME$161.31M·PRTY1EUR$93.87M·WRLD$72.35M

Holdings Heatmap

CVNA42.5% · $767.73M-11.1%CDLXEUR35.5% · $640.89M+2.2%HOME8.9%PRTY1EUR5.2%+24.2%WRLD4.0%

HLF3.8% · $68.49M

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

Largest Trades This Quarter

Largest Adds2

PRTY1EUR

PARTY CITY HOLDCO INC

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	CVNACARVANA CO	$767.73M	3,205,028	42.54%	-11.1%
2	CDLXEURCARDLYTICS INC	$640.89M	4,488,972	35.51%	+2.2%
3	HOMEAT HOME GROUP INC	$161.31M	10,433,735	8.94%	-
4	PRTY1EURPARTY CITY HOLDCO INC	$93.87M	15,263,623	5.20%	+24.2%
5	WRLDWORLD ACCEP CORP DEL	$72.35M	707,768	4.01%	-
6	HLFHERBALIFE NUTRITION LTD	$68.49M	1,425,462	3.80%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
CDLXEURCARDLYTICS INC	$640.89M	4,488,972	+97.4K	+2.2%
PRTY1EURPARTY CITY HOLDCO INC	$93.87M	15,263,623	+2.97M	+24.2%

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