13F filing recap · Q4 2017

What did CAS Investment Partners buy in Q4 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$181.67M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

WRLDWorld Acceptance Corporation$48.66Mreported value+602.8K shares HLFHerbalife Ltd.$38.28Mreported value+565.2K shares CMPRCimpress Plc$32.15Mreported value+268.2K shares CACCCredit Acceptance Corp$24.90Mreported value+77.0K shares HIIQHealth Insurance Innovations Inc$18.72Mreported value+750.2K shares FOGOFogo De Chao Inc$13.41Mreported value+1.16M shares URIUnited Rentals, Inc.$5.55Mreported value+32.3K shares