13F filing recap · Q1 2019

What did CAS Investment Partners buy in Q1 2019?

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

Stock value

$334.69M

Positions

Estimated turnover

14.6%

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.$146.62Mreported value+357.6K shares+16.5%WRLDWorld Acceptance Corporation$79.35Mreported value+33.7K shares+5.2%

Exited positions

CMPRCimpress Plc$18.93Mprior reported value-183.1K shares-100.0%