← All Tracked Holdings

CAS Investment Partners, LLC

Latest Report Date: 2026-06-30 Total Value: $1,883,136,156

Current Holdings

Company ▲ ▼ Asset / Class ▲ ▼ Holding history Current Weight ▲ ▼ Previous Weight ▲ ▼ Δ % ▲ ▼
CARVANA CO CL A Common 78.8510% 81.6702% -2.82%
HILTON GRAND VACATIONS Common 14.4803% 11.7260% +2.75%
META PLATFORMS INC Common 4.0754% 0.0000% +4.08%
MARRIOTT VACATIONS WORLDWIDE CORP. Common 2.1640% 0.0000% +2.16%
LATHAM GROUP Common 0.3170% 0.2852% +0.03%
CARDLYTICS, INC. Common 0.1123% 0.3122% -0.20%

Historical Holdings

Company ▲ ▼ Asset / Class ▲ ▼ Holding history Held until ▲ ▼
CAPITAL ONE FINL CORP Common Q1 2026
CARVANA CO CL A Common Q4 2025
WORLD ACCEP CORPORATION Common Q3 2024
PARTY CITY HOLDCO INC Common Q4 2022
HERBALIFE NUTRITION LTD Common Q1 2022
AT HOME GROUP INC Common Q2 2021
CREDIT ACCEP CORP MICH Common Q2 2019
CIMPRESS N V Common Q4 2018
CIMPRESS N V Common Q2 2018
HERBALIFE NUTRITION LTD Common Q2 2018
HERBALIFE LTD Common Q1 2018
FOGO DE CHAO INC Common Q4 2017
HEALTH INS INNOVATIONS INC Class A Q4 2017
UNITED RENTALS INC Common Q4 2017