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CAS Investment Partners, LLCtracked

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CIK 1697591

13F portfolio (2026-Q1)
$1.7B
Positions
5
Implied 1Y CAGR
+3.7%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
5
Top 5
100.0%
Top 10
100.0%
Effective N
1.5
HHI
0.684

By sector

Consumer Discretionary: 93.4%Financials: 6.0%Unclassified: 0.3%Materials: 0.3%Sector
Consumer Discretionary93.4%
Financials6.0%
Unclassified0.3%
Materials0.3%

By market cap

Large ($10–200B): 87.7%Mid ($2–10B): 11.7%Unknown: 0.3%Small ($300M–2B): 0.3%Size
Large ($10–200B)87.7%
Mid ($2–10B)11.7%
Unknown0.3%
Small ($300M–2B)0.3%

By region

North America: 99.7%Other: 0.3%Region
North America99.7%
Other0.3%

By industry group GICS — finer than sector

Industry groupWeightNames
Specialty Retail81.67%1
Hotels, Restaurants & Leisure11.73%1
Banks6.01%1
Unclassified0.31%1
Chemicals0.29%1

Top holdings

#TickerNameSectorWeight
1CVNACARVANA CO.Consumer Discretionary81.67%
2HGVHilton Grand Vacations Inc.Consumer Discretionary11.73%
3COFCAPITAL ONE FINANCIAL CORPFinancials6.01%
4CDLXCARDLYTICS INCUnclassified0.31%
5SWIMLatham Group, Inc.Materials0.29%

4/5 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 34 quarters
0%25%50%75%100%2017201820192020202120222023202420252026CVNAHGVHLFWRLDCACCCOFURISWIMCDLXAT HOME GROUP INCCIMPRESS N VHEALTH INS INNOVATIONS INCFOGO DE CHAO INCOther Unclassified

Sector allocation over 34 reported quarters, 2017-Q4 to 2026-Q1, 14 bands (top holdings within each sector). Latest quarter 2026-Q1: CVNA 81.7%, HGV 11.7%, COF 6.0%, CDLX 0.3%, SWIM 0.3%. Use the arrow keys to read a quarter.

Consumer DiscretionaryCVNA, HGV, HLF
FinancialsWRLD, CACC, COF
Industrials
Materials
UnclassifiedCDLX, AT HOME GROUP INC, CIMPRESS N V, HEALTH INS INNOVATIONS INC, FOGO DE CHAO INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 99.7% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge12%0.3%82%6%
holdings, colored by sector (4 classified)CAS Investment Partners, LLC centroid (Mid Growth)
Consumer DiscretionaryFinancialsMaterials

Style box summary for CAS Investment Partners, LLC: centroid Mid Growth. Heaviest cells: Mid Growth 81.7%, Small Value 11.7%, Large Value 6.0%.

Classified: 99.7% of book weight (4/5 names) · unclassified 0.3%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 5 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1CVNACARVANA CO4,541,291$1.4B81.7%HOLD
2HGVHILTON GRAND VACATIONS INC5,239,891$205M11.7%HOLD
3COFCAPITAL ONE FINL CORP575,548$105M6.0%HOLD
4CDLXCARDLYTICS INC5,198,067$5M0.3%HOLD
5SWIMLATHAM GROUP INC928,545$5M0.3%HOLD

Position trends· top 5 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
CVNACARVANA CO6.4M5.7M4.9M4.9M4.6M4.5M$1.4B
HGVHILTON GRAND VACATIONS INC6.5M5.7M5.7M5.6M5.3M5.2M$205M
COFCAPITAL ONE FINL CORP806K709K702K665K584K576K$105M
CDLXCARDLYTICS INC6.4M5.6M5.6M5.2M5.2M5.2M$5M
SWIMLATHAM GROUP INC1.0M942K929K$5M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersConsumer Discretionary 93%
🔒 Anomaly Capital Management, LP
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🔒 Bpifrance SA
🔒 BROWNING WEST LP
🔒 Capstone Financial Advisors, Inc.
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Consumer Discretionary) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold CVNA — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it. Institutional 13F holdings sum to 105.5% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 73,007,090 shares (settlement 2026-05-15) accounts for the excess.
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