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§ 13F · FUND PROFILE

CAS Investment Partners, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.2B (13F)Positions · 5Turnover · · Q1Filed · May 15, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$210M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026
#TickerNameShares$ value% portΔ Q1
1CVNACARVANA CO4.54M$1.4B81.7%−1%
2HGVHILTON GRAND VACATIONS INC5.24M$205M11.7%NEW
3COFCAPITAL ONE FINL CORP576K$105M6.0%−1%
4CDLXCARDLYTICS INC5.20M$5M0.3%NEW
5SWIMLATHAM GROUP INC929K$5M0.3%−1%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE CAS SIGNAL

AC read

CAS Investment Partners, LLC is a Other fund managing $2.2 billion in assets. The fund runs a focused portfolio of just 5 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed