CAS Investment Partners 2025Q3 Holdings
CAS ζθ΅εδΌ Clifford Sosin 13F portfolio details.
Total market value: $2,242,253,811; holdings: 5; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | $1,844,580,620 | 4889674 | 82.26% |
| 2 | HGV | Hilton Grand Vacations, Inc. | $235,966,275 | 5643776 | 10.52% |
| 3 | CAPITAL ONE FINL CORP COM | $141,465,613 | 665470 | 6.31% | |
| 4 | CDLX | CARDLYTICS INC | $12,631,303 | 5198067 | 0.56% |
| 5 | SWIM | Latham Group, Inc. | $7,610,000 | 1000000 | 0.34% |