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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
CVNA	CARVANA CO	81.67%	4,541,291	$1,427,691,065	-68,909	-1.49%	$314.38	13F
COF	CAPITAL ONE FINL CORP	6.01%	575,548	$104,997,222	-8,577	-1.47%	$182.43	13F
SWIM	LATHAM GROUP INC	0.29%	928,545	$4,986,287	-13,852	-1.47%	$5.37	13F