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.
| 1 | CVNA | CARVANA CO | 51.45% | Reduce -4.3% | 6,530,894 | $574.13M | $87.91 | |
| 2 | HGV | HILTON GRAND VACATIONS INC | 27.27% | Reduce -4.8% | 6,446,661 | $304.35M | $47.21 | |
| 3 | COF | CAPITAL ONE FINL CORP | 8.61% | Add +21.0% | 645,252 | $96.07M | $148.89 | |
| 4 | CDLX | CARDLYTICS INC | 8.28% | Add +17.7% | 6,373,676 | $92.35M | $14.49 | |
| 5 | WRLD | WORLD ACCEP CORPORATION | 4.39% | Reduce -39.9% | 338,164 | $49.03M | No quote | No quote |