CAS Investment Partners, LLC
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 1697591
WESTPORT, CT
Position in VAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,752,000
New position
Shares Held
400,000
first reported quarter
Ownership
1.16%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#20
of 370 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026CAS Investment Partners, LLC holds $313,435,048 across 2 Resorts & Casinos names. VAC ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGV |
Hilton Grand Vacations Inc.
|
5,206,856 | $272,683,048 | |
| 2 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
This page
|
400,000 | $40,752,000 |
All Filings in VAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,752,000 | 400,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||