Cas Investment Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cas Investment Partners, LLC disclosed 5 US equity positions worth $1.7bn in its Q1 2026 13F filing. The largest position was CVNA at 81.7% of the reported book, followed by HGV and COF.
What did Cas Investment Partners, LLC own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 81.7% | $1.4bn | 4,541,291 | – | |
| 2 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 11.7% | $205.0m | 5,239,891 | – | |
| 3 | COF CAPITAL ONE FINL CORP | Financial Services | 6.0% | $105.0m | 575,548 | – | |
| 4 | CDLX CARDLYTICS INC | Communication Services | 0.3% | $5.5m | 5,198,067 | – | |
| 5 | SWIM LATHAM GROUP INC | Industrials | 0.3% | $5.0m | 928,545 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.