CAS Investment Partners, LLC

Last 4 years copying the filings

$100 would be $318

+218% across 16 filings, buying each one the day it became public. Best quarter +57.3%, worst -40.7%.

All time

+391% since Feb 2018

Fund size $2B today

Aug 2022 to Aug 2026, at least 94% of the book priced each quarter. Not audited fund performance. What this covers

Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.

New Meta Platforms position and exited Capital One Finl in Q2 2026.

$1.9B in this filing6 positionstop 10 = 100%

Holdings are from Jun 30, 2026, not today. Filed Aug 14, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings6 positions - $1.9B

1CVNACarvana Co CL A78.85%
$1.5B - 22.6M shares+18.0M
2HGVHilton Grand Vacations14.48%
$272.7M - 5.2M shares-33K
3METAMeta Platforms Inc4.08%
$76.7M - 136K sharesNEW

#	Stock					At filing	Now	Market cap	P/E
1	CVNACarvana Co CL A	78.85%	$1.5B	22.6M	+18.0M	$65.82	$75.59 +14.8%	$109.7B	38.4
2	HGVHilton Grand Vacations	14.48%	$272.7M	5.2M	-33K	$52.37	-	$3.6B	25.5
3	METAMeta Platforms Inc	4.08%	$76.7M	136K	NEW	$563.29	$589.85 +4.7%	$1.50T	22.2

3 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 3 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.