13F filing recap · Q4 2021
What did CAS Investment Partners buy in Q4 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.92B
Positions
6
Estimated turnover
5.0%
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.$768.22Mreported value+9.3K shares+0.3%HGVHilton Grand Vacations Inc.$402.66Mreported value+1.73M shares+28.8%CDLXCardlytics, Inc.$342.77Mreported value+36.9K shares+0.7%HLFHerbalife Ltd.$125.36Mreported value+66.3K shares+2.2%PRTYParty City Holdco Inc$91.66Mreported value+470.0K shares+2.9%