13F filing recap · Q1 2020
What did CAS Investment Partners buy in Q1 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$454.75M
Positions
6
Estimated turnover
21.6%
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.$210.68Mreported value+1.05M shares+37.8%CDLXCardlytics, Inc.$138.15Mreported value+1.13M shares+40.0%HLFHerbalife Ltd.$41.57Mreported value+241.4K shares+20.4%WRLDWorld Acceptance Corporation$38.39Mreported value+105.1K shares+17.6%HOMEAt Home Group Inc$21.08Mreported value+1.62M shares+18.4%PRTYParty City Holdco Inc$4.89Mreported value+2.71M shares+34.1%