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CAS INVESTMENT PARTNERS, LLC

AUM: $951.08 M

13-F Portfolio Value: $1.75 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 100.01%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CDLX	CARDLYTICS, INC.				-5,198,067	Exited		13F
HGV	HILTON GRAND VACATIONS				-5,317,380	Exited		13F