Asset Manager
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CAS Investment Partners, LLC
Market Value
$2.2B
+9.1%
Holdings
4
+1
New Purchases
1
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $2.0B | 89.1% |
| Mid Cap | 1 | $236M | 10.6% |
| Small Cap | 1 | $8M | 0.3% |
Portfolio Analytics
Avg Market Cap
$48.2B
Median Market Cap
$36.3B
Avg P/E
47.0
Median P/E
19.1
Avg Dividend Yield
0.00%
Avg Beta
1.94
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| SWIM | $8M | 0.34% |