CAS Investment Partners, LLC
Top Portfolio Positions
5 positions ·
$1,748,117,076 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
4,541,291 | $1,427,691,064 | 81.67% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
5,239,891 | $204,984,535 | 11.73% | |
| COF |
Capital One Financial Corp
Financial Services
|
575,548 | $104,997,221 | 6.01% | |
| CDLX |
Cardlytics, Inc.
Communication Services
|
5,198,067 | $5,457,970 | 0.31% | |
| SWIM |
Latham Group, Inc.
Industrials
|
928,545 | $4,986,286 | 0.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SWIM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,986,286 | 928,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,984,220 | 942,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,610,000 | 1,000,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||