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WESTPORT, CT · CIK 0001697591
Portfolio Value
$2.34B
Positions
5
New
2
Increased
0
Decreased
3
Sold Out
2
CAS Investment Partners, LLC (WESTPORT, CT) reported a portfolio value of $2.34B across 5 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). 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 CL A | $1.95B | 83.25% | -5.7% |
| 2 | HGVHILTON GRAND VACATIONS | $237.95M | 10.18% | New |
| 3 | COFCAPITAL ONE FINANCIAL CORP | $141.57M | 6.06% | -12.2% |
| 4 | SWIMLATHAM GROUP | $5.98M | 0.26% | -5.8% |
| 5 | CDLXCARDLYTICS, INC. | $5.98M | 0.26% | New |
| Stock | Value | Shares |
|---|---|---|
| HGVHILTON GRAND VACATIONS | $237.95M | 5,317,380 |
| CDLXCARDLYTICS, INC. | $5.98M | 5,198,067 |
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