Hedge Fund - CAS Investment Partners

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Fund Profile

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Top 13F Holdings

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Last updated on February 16, 2021, 3:43 pm based on SEC 13F filings Last update: February 16, 2021, 3:43 pm

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.	Carvana Co.	CVNA	3,205,028	$767,732	-12%	42.54%
2.	Cardlytics Inc.	CDLX	4,488,972	$640,891	+3%	35.51%
3.	At Home Group Inc.	HOME	10,433,735	$161,306		8.93%
4.	Party City Holdco Inc.	PRTY	15,263,623	$93,871	+25%	5.2%
5.	World Acceptance Corp	WRLD	707,768	$72,348		4%

Latest 13D & 13G Filings

Company	Symbol	Filed By	Filing Date	Filing
World Acceptance Corp	WRLD	CAS Investment Partners	2021-02-16	13G Filing
Party City Holdco Inc.	PRTY	CAS Investment Partners	2021-02-16	13G Filing
At Home Group Inc.	HOME	CAS Investment Partners	2021-02-16	13G Filing
Carvana Co.	CVNA	CAS Investment Partners	2021-02-16	13G Filing

News, Interviews and Investor Letters

CAS Investment Partners’ Return, AUM, and Holdings