本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
CAS Investment Partners, LLC (CIK 1697591) reported $1.88B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CVNA ($1.48B, 78.85%), HGV ($272.7M, 14.48%), META ($76.7M, 4.08%), VAC ($40.8M, 2.16%), SWIM ($6.0M, 0.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO CL A | $1.48B | 78.85% | 22.6M | Added |
| 2 | HGV | HILTON GRAND VACATIONS | $272.7M | 14.48% | 5.2M | Trimmed |
| 3 | META | META PLATFORMS INC | $76.7M | 4.08% | 136,246 | New |
| 4 | VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | $40.8M | 2.16% | 400,000 | New |
| 5 | SWIM | LATHAM GROUP | $6.0M | 0.32% | 922,639 | Trimmed |
| 6 | CDLX | CARDLYTICS, INC. | $2.1M | 0.11% | 470,986 | Trimmed |
| 7 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30