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Asset Manager ← All Institutions

CAS Investment Partners, LLC

Q1 2026 · Filed 2026-05-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$1.7B

-16.7%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

25.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
HGV	11.76%	0.00%	+11.76%	$205M
SWIM	0.29%	0.29%	+0.00%	$5M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CVNA	81.93%	92.95%	-11.02%	$1.4B
COF	6.03%	6.76%	-0.74%	$105M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	2	$1.5B	88.0%
Mid Cap	1	$205M	11.8%
Small Cap	1	$5M	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

# ETFs / Funds

Top Holdings (4 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	CVNA	81.93%	4,541,291	$1.4B	$314.38	-$518M	-68,909	-1.5%
2	HGV	11.76%	5,239,891	$205M	$39.12	—	+5,239,891	—	NEW
3	COF	6.03%	575,548	$105M	$182.43	-$37M	-8,577	-1.5%
4	SWIM	0.29%	928,545	$5M	$5.37	-$998K	-13,852	-1.5%

New Positions

Symbol	Value	% Port
HGV	$205M	11.76%

View SEC EDGAR Filings for CAS Investment Partners, LLC →