CAS Investment Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $1.9B in reported equity holdings across 6 positions. The largest holdings are CVNA (78.9%), HGV (14.5%), META (4.1%), VAC (2.2%), SWIM (0.3%). The portfolio is concentrated in Other (95.9%), Communication Services (4.1%). Data sourced from SEC EDGAR 13F filings (CIK 1697591).