Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAS Investment Partners, LLC (CIK 1697591) reported $1.75B across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($1.43B, 81.67%), HGV ($205.0M, 11.73%), COF ($105.0M, 6.01%), CDLX ($5.5M, 0.31%), SWIM ($5.0M, 0.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $1.43B | 81.67% | 4.5M | Trimmed |
| 2 | HGV | HILTON GRAND VACATIONS INC | $205.0M | 11.73% | 5.2M | Trimmed |
| 3 | COF | CAPITAL ONE FINL CORP | $105.0M | 6.01% | 575,548 | Trimmed |
| 4 | CDLX | CARDLYTICS INC | $5.5M | 0.31% | 5.2M | Hold |
| 5 | SWIM | LATHAM GROUP INC | $5.0M | 0.29% | 928,545 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31