Funds

CAS Investment Partners

Клиффорд Сосин

13F AUM 1.88 B $

positions 6

filed August 14, 2026

Ticker	Name	Weight	Δ since
CVNA	CARVANA CO CL A	78.85%	—
HGV	HILTON GRAND VACATIONS	14.48%	—
META	META PLATFORMS INC	4.08%	—
VAC	MARRIOTT VACATIONS WORLDWIDE CORP.	2.16%	—
SWIM	LATHAM GROUP	0.32%	—
CDLX	CARDLYTICS, INC.	0.11%	—