What is InsiderStreet.ai?

InsiderStreet.ai is a free financial intelligence platform tracking smart-money signals — insider trades, congressional stock disclosures, hedge fund positions, ETF flows, dark pool activity, and short interest — across 88,000+ securities.

How do I track which hedge funds own a stock?

On any stock page on InsiderStreet, the Hedge Fund Holders tab shows every fund holding that stock — names, position size, quarterly changes, and fund flows. Data is sourced from SEC institutional ownership disclosures.

How do I see which Congress members trade a stock?

Each stock page has a Smart Money tab that shows congressional disclosures under the STOCK Act — senators and representatives, transaction type, date, and dollar range — typically disclosed within 45 days of the trade.

Asset Manager ← All Institutions

CAS Investment Partners, LLC

Q2 2025 · Filed 2025-08-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$2.1B

+33.3%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

0.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CVNA	80.82%	77.19%	+3.63%	$1.7B

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
HGV	11.45%	13.89%	-2.43%	$235M
COF	7.28%	8.26%	-0.98%	$149M
CDLX	0.45%	0.66%	-0.21%	$9M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	2	$1.8B	88.1%
Mid Cap	1	$235M	11.5%
Micro Cap	1	$9M	0.4%

Portfolio Analytics

Avg Market Cap

$48.7B

Median Market Cap

$38.9B

Avg P/E

28.9

Median P/E

30.5

Avg Dividend Yield

0.00%

Avg Beta

1.69

# Stocks

# ETFs / Funds

Top Holdings (4 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %
1	CVNA	80.82%	4,922,268	$1.7B	$336.96	$470M	-762,761	-13.4%
2	HGV	11.45%	5,659,803	$235M	$41.53	$21M	-56,838	-1.0%
3	COF	7.28%	702,181	$149M	$212.76	$22M	-7,114	-1.0%
4	CDLX	0.45%	5,613,922	$9M	$1.65	-$982K	—	—

View SEC EDGAR Filings for CAS Investment Partners, LLC →