StockDriftsStockDriftsTop 5 Cas Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 81.67% | 4.54M | $1.43B | -1.49%(-68.91K) | $77.74(-13.59%) | 2026-03-31 | |
| HGV | HILTON GRAND VACATIONS INC | 11.73% | 5.24M | $205.0M | -1.46%(-77.49K) | $45.52(-1.45%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 6.01% | 575.5K | $105.0M | -1.47%(-8.58K) | $115.00(+62.75%) | 2026-03-31 | |
| CDLX | CARDLYTICS INC | 0.31% | 5.20M | $5.5M | +0.00%(+0) | $43.29(-98.54%) | 2026-03-31 | |
| SWIM | LATHAM GROUP INC | 0.29% | 928.5K | $5.0M | -1.47%(-13.85K) | $7.00(-31.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +74.70% | +433.21% |
| Top 20 Holdings Unweighted | +41.73% | +184.70% |
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