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CAS Investment Partners, LLC 13F filings

Manager(s): Clifford Sosin

Holdings as of 2021-09-30

Filed on 2021-11-15 under CIK 1697591

Company
Investment Type
Change
Value (x$1000)
increase or decrease
CARVANA CO
3,305,028 sh
 
$996,598
Cardlytics Inc.
5,149,591 sh
660,619 sh
15%
$432,257
-$137,528
HILTON GRAND VACATIONS INC COM
6,000,000 sh
6,000,000 sh
NEW
$285,420
$285,420
WORLD ACCEP CORP DEL
755,768 sh
 
$143,278
HERBALIFE NUTRITION LTD
2,996,462 sh
1,000,000 sh
50%
$126,990
$21,717
PARTY CITY HOLDCO INC
15,986,623 sh
 
$113,505
AT HOME GROUP INC COM
0 sh
-11,078,735 sh
-100%
$0
-$408,141