13F filing recap · Q4 2019
What did CAS Investment Partners buy in Q4 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$608.01M
Positions
6
Estimated turnover
13.9%
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.$255.43Mreported value+170.1K shares+6.5%CDLXCardlytics, Inc.$177.37Mreported value+502.3K shares+21.7%HLFHerbalife Ltd.$56.45Mreported value+53.6K shares+4.7%WRLDWorld Acceptance Corporation$51.67Mreported value+123.6K shares+26.0%HOMEAt Home Group Inc$48.48Mreported value+470.1K shares+5.6%PRTYParty City Holdco Inc$18.61Mreported value+4.52M shares+131.8%