13F filing recap · Q4 2018

What did CAS Investment Partners buy in Q4 2018?

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

Stock value

$263.55M

Positions

Estimated turnover

1.3%

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.$70.91Mreported value+111.6K shares+5.4%WRLDWorld Acceptance Corporation$65.83Mreported value+802 shares+0.1%