CAS Investment Partners·CIK 1697591
4
Positions
$2.1B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CVNA | 80.82% | $1,658,607,425 |
| HGV |
11.45% |
| $235,051,619 |
| COF | 7.28% | $149,396,030 |
| CDLX | 0.45% | $9,234,902 |