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WESTPORT, CT · CIK 0001697591
Portfolio Value
$826.69M
Positions
5
New
0
Increased
1
Decreased
1
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $826.69M across 5 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 100.0% of the portfolio.
Top 5 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | $361.46M | 43.72% | - |
| 2 | HGVHILTON GRAND VACATIONS INC | $271.98M | 32.90% | - |
| 3 | WRLDWORLD ACCEP CORPORATION | $73.42M | 8.88% | -24.4% |
| 4 | COFCAPITAL ONE FINL CORP | $69.95M | 8.46% | +52.6% |
| 5 | CDLXEURCARDLYTICS INC | $49.88M | 6.03% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| COFCAPITAL ONE FINL CORP | $69.95M | 533,460 | +52.6% |
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