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Focused investors/Clifford Sosin

Clifford Sosin - CAS Investment Partners

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.

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Updated 2026-05-11 from SEC 13F data.

Live quotes available for 4 of 6 rows. Rows without a quote are marked unavailable.

1HGVHILTON GRAND VACATIONS INC62.61%Reduce -6.8%6,869,465$305.21M$44.4352w: $32.12 - $52.91; reported $44.43
2CVNACARVANA CO13.71%-6,827,803$66.84M$9.7952w: $0.71 - $26.94; reported $9.79
3WRLDWORLD ACCEP CORPORATION12.91%-755,768$62.95MNo quoteNo quote
4COFCAPITAL ONE FINL CORP7.00%Add +134.6%354,820$34.12M$96.1652w: $86.84 - $144.73; reported $96.16
5CDLXCARDLYTICS INC3.77%-5,416,116$18.39M$3.4052w: $25.70 - $588.50; reported $3.40
6PRTYQPARTY CITY HOLDCO INC-Sold0$0No quoteNo quote