13F filing recap · Q2 2020

What did CAS Investment Partners buy in Q2 2020?

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

Stock value

$928.68M

Positions

Estimated turnover

9.4%

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

CDLXCardlytics, Inc.$280.92Mreported value+62.7K shares+1.6%WRLDWorld Acceptance Corporation$46.37Mreported value+4.7K shares+0.7%

Reduced positions

CVNACarvana Co.$453.67Mreported value-450.0K shares-11.8%