CAS INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q3 2025

Holdings (Top positions)

Stock	Ticker
Hilton Grand Vacations Inc.	HGV	5.64M	$235.97M
Cardlytics, Inc.	CDLX	5.20M	$12.63M
Carvana Co.	CVNA	4.89M	$1.84B
Latham Group, Inc.	SWIM	1.00M	$7.61M
Capital One Financial Corporation	COF	665K	$141.47M

Hilton Grand Vacations Inc.

HGV

Shares Held

5.64M

Value

$235.97M

Cardlytics, Inc.

CDLX

Shares Held

5.20M

Value

$12.63M

Carvana Co.

CVNA

Shares Held

4.89M

Value

$1.84B

Latham Group, Inc.

SWIM

Shares Held

1.00M

Value

$7.61M

Capital One Financial Corporation

COF

Shares Held

665K

Value

$141.47M