Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
CARVANA CO | 6,827,803 | UNCH | $361,464 |
CVNA | 6,827,803 | UNCH | $361,464 |
HILTON GRAND VACATIONS INC | 6,768,920 | UNCH | $271,975 |
HGV | 6,768,920 | UNCH | $271,975 |
WORLD ACCEP CORPORATION | 562,491 | -182,000 | $73,422 |
WRLD | 562,491 | -182,000 | $73,422 |
CAPITAL ONE FINL CORP | 533,460 | +183,900 | $69,947 |
COF | 533,460 | +183,900 | $69,947 |
CARDLYTICS INC | 5,416,116 | +0 | $49,882 |
CDLX | 5,416,116 | UNCH | $49,882 |
See Summary: CAS Investment Partners LLC Top Holdings
See Details: Top 10 Stocks Held By CAS Investment Partners LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CDLX | -5,416,116 | -$89,366 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
COF | +183,900 | +$36,022 |
CVNA | UNCH | +$74,833 |
HGV | UNCH | -$3,520 |
CDLX | UNCH | -$39,484 |
WRLD | -182,000 | -$21,173 |
Size ($ in 1000's)
At 12/31/2023: $826,690 At 09/30/2023: $780,012 CAS Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CAS Investment Partners LLC 13F filings. Link to 13F filings: SEC filings |