CAS Investment Partners, LLC
6 holdingsFiling period: 2026-06-30Current AUM: $1.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co CL A | 22.56M | $1.48B | $1.28B | 79.83% | +18.02M | 2026-06-30 |
| 2 | HGV | Hilton Grand Vacations | 5.21M | $272.7M | $186.0M | 11.63% | -33,035 | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 136.2K | $76.7M | $85.9M | 5.37% | -- | 2026-06-30 |
| 4 | VAC | Marriott Vacations Worldwide Corp. | 400.0K | $40.8M | $43.9M | 2.74% | -- | 2026-06-30 |
| 5 | SWIM | Latham Group | 922.6K | $6.0M | $6.2M | 0.39% | -5,906 | 2026-06-30 |
| 6 | CDLX | Cardlytics, Inc. | 471.0K | $2.1M | $777K | 0.05% | -4,727,081 | 2026-06-30 |
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