CAS Investment Partners·CIK 1697591
5
Positions
$2.2B
Portfolio Value
33
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CVNA | 82.26% | $1,844,580,620 |
| HGV |
10.52% |
| $235,966,275 |
| COF | 6.31% | $141,465,613 |
| CDLX | 0.56% | $12,631,303 |
| SWIM | 0.34% | $7,610,000 |