13F filing recap · Q2 2024

What did CAS Investment Partners buy in Q2 2024?

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

Stock value

$1.28B

Positions

Estimated turnover

1.4%

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

COFCapital One Financial Corp$94.98Mreported value+40.8K shares+6.3%CDLXCardlytics, Inc.$53.08Mreported value+91.2K shares+1.4%

Reduced positions

WRLDWorld Acceptance Corporation$31.11Mreported value-86.4K shares-25.5%