CAS Investment Partners·CIK 1697591
6
Positions
$1.5B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CVNA | 33.24% | $496,593,000 |
| HGV |
26.90% |
| $401,890,000 |
| CDLX | 19.93% | $297,778,000 |
| WRLD | 9.70% | $144,987,000 |
| HLF | 5.91% | $88,280,000 |
| PRTYQ | 4.33% | $64,625,000 |