CAS Investment Partners, LLC.

AUM · $1.9B (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$117M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	CVNA	CARVANA CO CL A	22.56M	$1.5B	78.9%	+397%
2	HGV	HILTON GRAND VACATIONS	5.21M	$273M	14.5%	−1%
3	META	META PLATFORMS INC	136K	$77M	4.1%	NEW
4	VAC	MARRIOTT VACATIONS WORLDWIDE CORP.	400K	$41M	2.2%	NEW
5	SWIM	LATHAM GROUP	923K	$6M	0.3%	−1%
6	CDLX	CARDLYTICS, INC.	471K	$2M	0.1%	−91%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE CAS SIGNAL

CAS Investment Partners, LLC is a Other fund managing $1.9 billion in assets. The fund runs a focused portfolio of just 6 positions.