Cas Investment Partners
$1.9B 13F equity value
7 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cas Investment Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CVNA | CARVANA CO CL A | 22,559,570 | $1.5B | 78.9% |
| HGV | HILTON GRAND VACATIONS | 5,206,856 | $273M | 14.5% |
| META | META PLATFORMS INC | 136,246 | $77M | 4.1% |
| VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | 400,000 | $41M | 2.2% |
| SWIM | LATHAM GROUP | 922,639 | $6M | 0.3% |
| CDLX | CARDLYTICS, INC. | 470,986 | $2M | 0.1% |
| COF | CAPITAL ONE FINL CORP |
Track Cas Investment Partners's 13F portfolio: $1.9B in reported holdings, 7 positions. Top holdings and quarterly changes on SentiSense.
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