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WESTPORT, CT · CIK 0001697591
Portfolio Value
$1.54B
Positions
4
New
0
Increased
0
Decreased
4
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $1.54B across 4 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 100.0% of the portfolio.
Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | $1.19B | 77.19% | -10.9% |
| 2 | HGVHILTON GRAND VACATIONS INC | $213.86M | 13.89% | -11.9% |
| 3 | COFCAPITAL ONE FINL CORP | $127.18M | 8.26% | -12.0% |
| 4 | CDLXEURCARDLYTICS INC | $10.22M | 0.66% | -11.9% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| CVNACARVANA CO | $1.19B | 5,685,029 | -10.9% |
| HGVHILTON GRAND VACATIONS INC | $213.86M | 5,716,641 | -11.9% |
| COFCAPITAL ONE FINL CORP | $127.18M | 709,295 | -12.0% |
| CDLXEURCARDLYTICS INC | $10.22M | 5,613,922 | -11.9% |
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