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CAS Investment Partners, LLC - Portfolio Stock Holdings

CAS Investment Partners, LLC disclosed 5 stock positions in a recent SEC 13F filing. $605,964,227 of stock holdings were filed, with the largest holdings including CVNA, HGV, and COF. This filing represented positions held on March 31, 2026, and was filed on May 15, 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:

March 31, 2026

No. of Stocks:

5

Est. Stock Holding Value:

$605,964,227

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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