CAS Investment Partners, LLC Buys Carvana Co, Cardlytics Inc, Herbalife Nutrition

May 15, 2020

Investment company CAS Investment Partners, LLC (Current Portfolio) buys Carvana Co, Cardlytics Inc, Herbalife Nutrition, Party City Holdco Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, CAS Investment Partners, LLC. As of 2020Q1, CAS Investment Partners, LLC owns 6 stocks with a total value of $455 million. These are the details of the buys and sells.

Added Positions: CVNA, CDLX, HLF, WRLD, HOME, PRTY,

For the details of CAS Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cas+investment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of CAS Investment Partners, LLC

Carvana Co (CVNA) - 3,824,284 shares, 46.33% of the total portfolio. Shares added by 37.82%
Cardlytics Inc (CDLX) - 3,951,515 shares, 30.38% of the total portfolio. Shares added by 40.04%
Herbalife Nutrition Ltd (HLF) - 1,425,462 shares, 9.14% of the total portfolio. Shares added by 20.38%
World Acceptance Corp (WRLD) - 703,061 shares, 8.44% of the total portfolio. Shares added by 17.57%
At Home Group Inc (HOME) - 10,433,735 shares, 4.63% of the total portfolio. Shares added by 18.36%

Added: Carvana Co (CVNA)

CAS Investment Partners, LLC added to a holding in Carvana Co by 37.82%. The purchase prices were between $29.35 and $110.09, with an estimated average price of $77.87. The stock is now traded at around $89.55. The impact to a portfolio due to this purchase was 12.71%. The holding were 3,824,284 shares as of .

Added: Cardlytics Inc (CDLX)

CAS Investment Partners, LLC added to a holding in Cardlytics Inc by 40.04%. The purchase prices were between $29.49 and $102.99, with an estimated average price of $71.32. The stock is now traded at around $51.50. The impact to a portfolio due to this purchase was 8.69%. The holding were 3,951,515 shares as of .

Added: Herbalife Nutrition Ltd (HLF)

CAS Investment Partners, LLC added to a holding in Herbalife Nutrition Ltd by 20.38%. The purchase prices were between $23.34 and $47.67, with an estimated average price of $37.58. The stock is now traded at around $39.53. The impact to a portfolio due to this purchase was 1.55%. The holding were 1,425,462 shares as of .

Added: Party City Holdco Inc (PRTY)

CAS Investment Partners, LLC added to a holding in Party City Holdco Inc by 34.14%. The purchase prices were between $0.27 and $3.08, with an estimated average price of $2.08. The stock is now traded at around $0.50. The impact to a portfolio due to this purchase was 0.27%. The holding were 10,666,736 shares as of .

Here is the complete portfolio of CAS Investment Partners, LLC. Also check out:

1. CAS Investment Partners, LLC's Undervalued Stocks
2. CAS Investment Partners, LLC's Top Growth Companies, and
3. CAS Investment Partners, LLC's High Yield stocks
4. Stocks that CAS Investment Partners, LLC keeps buying

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