13F filing recap · Q1 2021
What did CAS Investment Partners buy in Q1 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.96B
Positions
6
Estimated turnover
4.3%
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.$867.24Mreported value+100.0K shares+3.1%HOMEAt Home Group Inc$317.96Mreported value+645.0K shares+6.2%WRLDWorld Acceptance Corporation$98.07Mreported value+48.0K shares+6.8%PRTYParty City Holdco Inc$92.72Mreported value+723.0K shares+4.7%HLFHerbalife Ltd.$88.56Mreported value+571.0K shares+40.1%