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WESTPORT, CT · CIK 0001697591
Portfolio Value
$2.05B
Positions
4
New
0
Increased
0
Decreased
3
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $2.05B across 4 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). 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 | $1.66B | 80.82% | -13.4% |
| 2 | HGVHILTON GRAND VACATIONS INC | $235.05M | 11.45% | -1.0% |
| 3 | COFCAPITAL ONE FINL CORP | $149.40M | 7.28% | -1.0% |
| 4 | CDLXEURCARDLYTICS INC | $9.23M | 0.45% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| CVNACARVANA CO | $1.66B | 4,922,268 | -13.4% |
| HGVHILTON GRAND VACATIONS INC | $235.05M | 5,659,803 | -1.0% |
| COFCAPITAL ONE FINL CORP | $149.40M | 702,181 | -1.0% |
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