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CAS Investment Partners, LLC - Portfolio Stock Holdings

CAS Investment Partners, LLC disclosed 7 stock positions in a recent SEC 13F filing. $1,883,136,157 of stock holdings were filed, with the largest holdings including CVNA, HGV, and META. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,447,181,816 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

7

Est. Stock Holding Value:

$1,883,136,157

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CAS Investment Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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