13F filing recap · Q2 2018

What did CAS Investment Partners buy in Q2 2018?

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

Stock value

$287.74M

Positions

Estimated turnover

13.3%

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.

Increased positions

CVNACarvana Co.$92.88Mreported value+48.1K shares+2.4%HLFHerbalife Ltd.$60.68Mreported value+565.2K shares+100.0%CACCCredit Acceptance Corp$39.42Mreported value+2.0K shares+1.9%

Reduced positions

WRLDWorld Acceptance Corporation$67.46Mreported value-60 shares-0.0%CMPRCimpress Plc$27.30Mreported value-7.1K shares-3.7%