Cas Investment Partners
$1.7B Assets Reported
5 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CVNA | CARVANA CO | 4,541,291 | $1.4B | 81.7% |
| HGV | HILTON GRAND VACATIONS INC | 5,239,891 | $205M | 11.7% |
| COF | CAPITAL ONE FINL CORP | 575,548 | $105M | 6.0% |
| CDLX | CARDLYTICS INC | 5,198,067 | $5M | 0.3% |
| SWIM | LATHAM GROUP INC | 928,545 | $5M | 0.3% |
Track Cas Investment Partners's 13F portfolio: $1.7B in reported holdings, 5 positions. Top holdings, AUM, and quarterly changes on SentiSense.