13F filing recap · Q2 2019

What did CAS Investment Partners buy in Q2 2019?

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

Stock value

$390.30M

Positions

Estimated turnover

25.7%

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

CDLXCardlytics, Inc.$56.17Mreported value+2.16M shares

Increased positions

CVNACarvana Co.$158.69Mreported value+10.0K shares+0.4%

Reduced positions

WRLDWorld Acceptance Corporation$95.43Mreported value-96.0K shares-14.2%CACCCredit Acceptance Corp$31.68Mreported value-42.5K shares-39.4%