Hedge Fund - CAS Investment Partners

13F Holdings

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Last updated on August 14, 2025, 10:25am based on SEC 13F filings Last update: August 14, 2025, 10:25am

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Carvana Co.	CVNA	4,922,268	$1,658,607,425	-14%	80.82%
2.	Hilton Grand Vacations Inc.	HGV	5,659,803	$235,051,619	-1%	11.45%
3.	Capital One Financial Corp	COF	702,181	$149,396,030	-2%	7.28%
4.	Cardlytics Inc.	CDLX	5,613,922	$9,234,902		0.45%