Stocktoria

CAS Investment Partners, LLC

institutional portfolio · 4 positions · $1.7B · from company filings

4positions
$1.7Breported value
5.3avg Piotroski F (3 scored)
CVNAtop holding · 81.9%

Sector allocation · by reported value

Retail Trade 81.9% Services 11.8% Finance, Insurance & Real Estate 6%

Holdings

TickerCompanySharesValue% of portfolio
CVNACARVANA CO.4,541,291$1.4B81.9%
HGVHilton Grand Vacations Inc.5,239,891$205.0M11.8%
COFCAPITAL ONE FINANCIAL CORP575,548$105.0M6%
SWIMLatham Group, Inc.928,545$5.0M0.3%

Holdings are long equity positions as last reported; not investment advice.