CAS Investment Partners, LLC

Est. AUM

$1.75B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CARVANA CO	CL A	$1.43B	4541291	81.67%	SOLE
2	HILTON GRAND VACATIONS INC	COM	$205.0M	5239891	11.73%	SOLE
3	CAPITAL ONE FINL CORP	COM	$105.0M	575548	6.01%	SOLE
4	CARDLYTICS INC	COM	$5.5M	5198067	0.31%	SOLE
5	LATHAM GROUP INC	COM	$5.0M	928545	0.29%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.