CAS Investment Partners, LLC

CIK 0001697591 · WESTPORT, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

CAS Investment Partners, LLC reported 6 positions worth $1.88B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CVNA (78.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.88B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CVNA	CARVANA CO CL A	SH	$1.48B	78.85%	22,559,570	—	—
▸ 2	HGV	HILTON GRAND VACATIONS	SH	$272.7M	14.48%	5,206,856	—	—
▸ 3	META	META PLATFORMS INC	SH	$76.7M	4.08%	136,246	—	—
▸ 4	VAC	MARRIOTT VACATIONS WORLDWIDE CORP.	SH	$40.8M	2.16%	400,000	—	—
▸ 5	SWIM	LATHAM GROUP	SH	$6.0M	0.32%	922,639	—	—
▸ 6	CDLXEUR	CARDLYTICS, INC.	SH	$2.1M	0.11%	470,986	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CAS Investment Partners, LLC hold as of Q2 2026?

CAS Investment Partners, LLC reported 6 positions worth $1.88B in its Q2 2026 13F filing. Largest positions: CVNA (78.9%), HGV (14.5%), META (4.1%), VAC (2.2%) and SWIM (0.3%).

What did CAS Investment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CAS Investment Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.