CAS Investment Partners, LLC reported 6 holdings worth US$1.88B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
CAS Investment Partners, LLC reported 6 holdings worth US$1.88B as of Jun 30, 2026. Largest: Carvana Co., Hilton Grand Vacations Inc. and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 6
- Value as reported
- US$1.88B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 22.6M | US$1.48B | 78.9% |
| Hilton Grand Vacations Inc. | 5.21M | US$273M | 14.5% |
| Meta Platforms, Inc. | 136K | US$76.7M | 4.1% |
| Marriott Vacations Worldwide Corporation | 400K | US$40.8M | 2.2% |
| Latham Group, Inc. | 923K | US$5.97M | 0.32% |
| Cardlytics, Inc. Common Stock | 471K | US$2.11M | 0.11% |
| Capital One Financial Corporation | 0 | US$0 | 0.00% |