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CAS Investment Partners, LLC 13F holdings

Filed 2026-08-14 · CAS Investment Partners, LLC · 6 positions · $1.9B

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TickerCompanySharesValue% of portfolio
CVNACARVANA CO CL A22.6M$1.5B78.9%
HGVHILTON GRAND VACATIONS5.2M$272.7M14.5%
METAMETA PLATFORMS INC136.2K$76.7M4.1%
VACMARRIOTT VACATIONS WORLDWIDE CORP.400.0K$40.8M2.2%
SWIMLATHAM GROUP922.6K$6.0M0.3%
—CARDLYTICS, INC.471.0K$2.1M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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