CAS Investment Partners, LLC — 13F holdings

CAS Investment Partners, LLC reported 6 holdings worth $1.88B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CVNA CARVANA CO — $1.48B (78.9%)
2. HGV HILTON GRAND VACATIONS INC — $273M (14.5%)
3. META META PLATFORMS INC — $76.7M (4.1%)
4. VAC MARRIOTT VACATIONS WORLDWIDE — $40.8M (2.2%)
5. SWIM LATHAM GROUP INC — $5.97M (0.3%)
6. Cardlytics Inc — $2.11M (0.1%)