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Cas Investment Partners, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1697591) · Explore on the interactive board

Cas Investment Partners, LLC disclosed 6 US equity positions worth $1.9bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CVNA at 78.9% of the reported book, followed by HGV, META. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 1, reduced 3 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$1.9bnreported US equity book
6positions
78.9%largest position
100.0%top 10 weight
1.55effective positions (1/HHI)
2quarters on file since Q1 2026

What does Cas Investment Partners, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 1 added, 3 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 CVNA CARVANA CO CL A Consumer Cyclical 78.9%$1.5bn22,559,570 397% added
2 HGV HILTON GRAND VACATIONS Consumer Cyclical 14.5%$272.7m5,206,856 -1% reduced
3 META META PLATFORMS INC Communication Services 4.1%$76.7m136,246 new
4 VAC MARRIOTT VACATIONS WORLDWIDE CORP. Consumer Cyclical 2.2%$40.8m400,000 new
5 SWIM LATHAM GROUP Industrials 0.3%$6.0m922,639 -1% reduced
6 CDLX CARDLYTICS, INC. Communication Services 0.1%$2.1m470,986 -91% reduced

What did Cas Investment Partners, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
COF CAPITAL ONE FINL CORP100.0%$105.0m

Sector mix

SectorWeight
Consumer Cyclical95.5%
Communication Services4.2%
Industrials0.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20266$1.9bn
Q1 20265$1.7bn

How concentrated is Cas Investment Partners, LLC's portfolio?

Across every quarter Cas Investment Partners, LLC has filed, its median largest position is 80.3% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 6.0 positions are still open and their final length is unknown.