CAS Investment Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $2.3B in reported equity holdings across 5 positions. The largest holdings are CVNA (83.2%), HGV (10.2%), COF (6.1%), SWIM (0.3%), CDLX (0.3%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1697591).