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WESTPORT, CT · CIK 0001697591
Portfolio Value
$2.24B
Positions
5
New
1
Increased
0
Decreased
4
Sold Out
0
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $2.24B across 5 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). 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 | $1.84B | 82.26% | -0.7% |
| 2 | HGVHILTON GRAND VACATIONS INC | $235.97M | 10.52% | -0.3% |
| 3 | COFCAPITAL ONE FINL CORP | $141.47M | 6.31% | -5.2% |
| 4 | CDLXEURCARDLYTICS INC | $12.63M | 0.56% | -7.4% |
| 5 | SWIMLATHAM GROUP INC | $7.61M | 0.34% | New |
| Stock | Value | Shares |
|---|---|---|
| SWIMLATHAM GROUP INC | $7.61M | 1,000,000 |
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