CAS Investment Partners, LLC: 13F holdings
CIK 16975912026Q2
| Positions | 6 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CVNA CARVANA CO CL A | 22,559,570 | $1.5bn | 78.9% |
| HGV HILTON GRAND VACATIONS | 5,206,856 | $272.7m | 14.5% |
| META META PLATFORMS INC | 136,246 | $76.7m | 4.1% |
| VAC MARRIOTT VACATIONS WORLDWIDE CORP. | 400,000 | $40.8m | 2.2% |
| LATHAM GROUP | 922,639 | $6.0m | 0.3% |
| CARDLYTICS, INC. | 470,986 | $2.1m | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697591")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.