Quarter snapshot

CAS Investment Partners

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	SWIM	Newly reported	0.29%	928,545	$4,986,287
≡	CDLX	Newly reported	0.31%	5,198,067	$5,457,970
≡	COF	Newly reported	6.01%	575,548	$104,997,222
≡	HGV	Newly reported	11.73%	5,239,891	$204,984,536
≡	CVNA	Newly reported	81.67%	4,541,291	$1,427,691,065

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