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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 2026-05-10 from SEC 13F data.

Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.

1HGVHILTON GRAND VACATIONS INC46.83%Reduce -1.5%6,768,920$307.58M$45.4452w: $32.12 - $51.81; reported $45.44
2CVNACARVANA CO26.95%-6,827,803$176.98M$25.9252w: $0.71 - $11.61; reported $25.92
3WRLDWORLD ACCEP CORPORATION15.19%Reduce -1.5%744,491$99.77MNo quoteNo quote
4COFCAPITAL ONE FINL CORP5.82%Reduce -1.5%349,560$38.23M$109.3752w: $83.93 - $123.09; reported $109.37
5CDLXCARDLYTICS INC5.21%-5,416,116$34.23M$6.3252w: $25.70 - $240.50; reported $6.32