Portfolio (Quarterly) Guide ↗

CAS Investment Partners, LLC

· CIK 0001697591

13F Portfolio $1.9B AUM 6 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COF	CAPITAL ONE FINL CORP	Financial Services	575,548	$105.0M	6.01%	SOLD

Sector Allocation

Consumer Cyclical 95.5%

Communication Services 4.2%

Industrials 0.3%