Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 14, 2025, the CAS Investment Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2024, the filing reported:

New Buys - None reported

Increases - Hilton Grand Vacations Inc.

Reductions - Cardlytics, Inc. Common Stock, Capital One Financial Corporati, Carvana Co.

Complete Exits - World Acceptance Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell	-50,823	-0.8%	$23.63M	6,368,910
Q4 2024	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-5,111	-0.6%	$143.80M	806,389
Q4 2024	CVNA Carvana Co.	Carvana Co.	Sell	-75,797	-1.2%	$1.30B	6,377,797
Q4 2024	HGV Hilton Grand Vacations Inc.	Hilton Grand Vacations Inc.	Buy	+129,333	+2.0%	$252.88M	6,492,344
Q4 2024	WRLD World Acceptance Corporation	World Acceptance Corporation	Sell - Position Exit	-93,299	-100.0%	$0.00	-