The Analysis of CAS Investment Partners, LLC's Holdings


Currently, CAS Investment Partners, LLC holds 5 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in SWIM (+1.0M shares, valued at $7.6M); decreased their positions in CVNA (-32.6K shares, valued at $12.3M), COF (-36.7K shares, valued at $7.8M), CDLX (-415.9K shares, valued at $1.0M); initiated new positions in SWIM (+1.0M shares, valued at $7.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO4.9M shares-0.66%2025-09-302025-11-14history
HGV HILTON GRAND VACATIONS INC5.6M shares-0.28%2025-09-302025-11-14history
COF CAPITAL ONE FINL CORP665.5K shares-5.23%2025-09-302025-11-14history
CDLX CARDLYTICS INC5.2M shares-7.41%2025-09-302025-11-14history
SWIM LATHAM GROUP INC1.0M sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available