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WESTPORT, CT · CIK 0001697591
Portfolio Value
$1.12B
Positions
5
New
0
Increased
2
Decreased
3
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $1.12B across 5 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). 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 | $574.13M | 51.45% | -4.3% |
| 2 | HGVHILTON GRAND VACATIONS INC | $304.35M | 27.27% | -4.8% |
| 3 | COFCAPITAL ONE FINL CORP | $96.07M | 8.61% | +21.0% |
| 4 | CDLXEURCARDLYTICS INC | $92.35M | 8.28% | +17.7% |
| 5 | WRLDWORLD ACCEP CORPORATION | $49.03M | 4.39% | -39.9% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| COFCAPITAL ONE FINL CORP | $96.07M | 645,252 | +21.0% |
| CDLXEURCARDLYTICS INC | $92.35M | 6,373,676 | +17.7% |
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