CAS Investment Partners

Full picture · of what this 13F reports is US stock

• US stock listed on a US exchange 100.0%
• Foreign stock not listed in the US 0.0%
• Notes debt, at principal 0.0%
• Puts at notional value 0.0%
• Calls at notional value 0.0%

1. H HGV Hilton Grand Vacations Inc. trimmed−15.78 pp trimmed−15.7846.8%
2. C CVNA Carvana Co. held held26.9%
3. W WRLD World Acceptance Corp trimmed+2.28 pp trimmed+2.2815.2%
4. C COF Capital One Financial trimmed−1.18 pp trimmed−1.185.8%
5. C CDLX Cardlytics, Inc. held held5.2%