As of Q1 2026, this manager reported 5 long-equity positions worth $1.75B in aggregate.
As of Q1 2026, Clifford Sosin's CAS Investment Partners held 5 long-equity positions with a reported value of $1.75B.
Get email alerts when Clifford Sosin files a new 13F — sign in or create a free account.
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | Reduce -1.5% | 81.67% | 4,541,291 | $1.43B | $314.38 | $54.46 - $97.38(100%)$80.05 -> $62.88 |
| COF | CAPITAL ONE FINL CORP | Reduce -1.5% | 6.01% | 575,548 | $105M | $182.43 | $174.98 - $259.64(9%)$247.93 -> $182.43 |
| SWIM | LATHAM GROUP INC | Reduce -1.5% | 0.29% | 928,545 | $4.99M | $5.37 | $5.16 - $8.97(6%)$6.33 -> $5.37 |
| HGV | HILTON GRAND VACATIONS INC | Reduce -1.5% | 11.73% | 5,239,891 | $204.98M | $39.12 | $37.46 - $50.98(12%)$45.49 -> $39.12 |