account_balance
Investment manager · 13F filer · SEC CIK 1697591
CAS Investment Partners, LLC
Reported value$1.88Bas of Jun 30, 2026
Positions6 2 new, 1 sold out
Top 10 weight100.0%CVNA alone is 79%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
This fund reports 6 stocks.
CVNA Carvana Co Cl A 78.9% Added +397%HGV Hilton Grand Vacations 14.5% HeldMETA Meta Platforms Inc 4.1% NewVAC Marriott Vacations Worldwide Corp. 2.2% NewSWIM Latham Group 0.3% Held
Cardlytics, Inc. 0.1% Trimmed −91%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed