CAS Investment Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.7B in reported equity holdings across 5 positions. The largest holdings are CVNA (81.7%), HGV (11.7%), COF (6.0%), CDLX (0.3%), SWIM (0.3%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1697591).

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