CAS Investment Partners, LLC

13F portfolio · 3 US positions · $1.7B · from SEC filings

Ticker	Company	Shares	Value	% of 13F
CVNA	CARVANA CO.	4,541,291	$1.4B	81.9%
HGV	Hilton Grand Vacations Inc.	5,239,891	$205.0M	11.8%
COF	CAPITAL ONE FINANCIAL CORP	575,548	$105.0M	6%

Source: SEC Form 13F filings. Holdings are long US equity positions as last reported; not investment advice.