13F filing recap · Q1 2018

What did CAS Investment Partners buy in Q1 2018?

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

Stock value

$229.06M

Positions

Estimated turnover

51.3%

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

CVNACarvana Co.$46.05Mreported value+2.01M shares

Increased positions

CACCCredit Acceptance Corp$35.02Mreported value+29.0K shares+37.7%

Reduced positions

CMPRCimpress Plc$29.42Mreported value-78.0K shares-29.1%

Exited positions

HIIQHealth Insurance Innovations Inc$18.72Mprior reported value-750.2K shares-100.0%FOGOFogo De Chao Inc$13.41Mprior reported value-1.16M shares-100.0%URIUnited Rentals, Inc.$5.55Mprior reported value-32.3K shares-100.0%