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SEC filer: CAS Investment Partners, LLC · quarter ending 2026-03-31 · filed 2026-05-15 · $1.75B across 5 reported positions
| CARVANA CO CL A | EXITED | 4,610,200 → 0 sh | $1.95B |
| CVNA | NEW POSITION | 0 → 4,541,291 sh | $1.43B |
| HILTON GRAND VACATIONS | EXITED | 5,317,380 → 0 sh | $238.0M |
| HGV | NEW POSITION | 0 → 5,239,891 sh | $205.0M |
| COF | EXITED | 584,125 → 0 sh | $141.6M |
| CAPITAL ONE FINL CORP | NEW POSITION | 0 → 575,548 sh | $105.0M |
| LATHAM GROUP | EXITED | 942,397 → 0 sh | $6.0M |
| SWIM | NEW POSITION | 0 → 928,545 sh | $5.0M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 81.7% | $1.43B | 4,541,291 | SHARES |
| 2 | HGVHILTON GRAND VACATIONS INC | 11.7% | $205.0M | 5,239,891 | SHARES |
| 3 | CAPITAL ONE FINL CORPno ticker match — as filed | 6.0% | $105.0M | 575,548 | SHARES |
| 4 | CDLXCARDLYTICS INC | 0.3% | $5.5M | 5,198,067 | SHARES |
| 5 | SWIMLATHAM GROUP INC | 0.3% | $5.0M | 928,545 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.