CAS Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, CAS Investment Partners, LLC held in its portfolio 5 assets valued at $2,337,079,892 (i.e. $2.34B).

The most valuable assets in the portfolio included: CARVANA CO CL A ($1.95B), HILTON GRAND VACATIONS ($237.95M), and CAPITAL ONE FINANCIAL CORP ($141.57M).

The chart below shows the top 5 valuable assets, and the table below shows the top 5 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CAS Investment Partners, LLC Portfolio

CARVANA CO CL A

HILTON GRAND VACATIONS

CAPITAL ONE FINANCIAL CORP

LATHAM GROUP

CARDLYTICS, INC.

CAS Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CARVANA CO CL A	4610200	1945596604	COM
HILTON GRAND VACATIONS	5317380	237952755	COM
CAPITAL ONE FINANCIAL CORP	584125	141568535	COM
LATHAM GROUP	942397	5984221	COM
CARDLYTICS, INC.	5198067	5977777	COM