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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.

1CVNACARVANA CO65.65%-6,530,894$840.66M$128.7252w: $4.69 - $27.38; reported $128.72
2HGVHILTON GRAND VACATIONS INC20.35%-6,446,661$260.64M$40.4352w: $33.13 - $49.02; reported $40.43
3COFCAPITAL ONE FINL CORP7.42%Add +6.3%686,052$94.98M$138.4552w: $88.23 - $149.94; reported $138.45
4CDLXCARDLYTICS INC4.15%Add +1.4%6,464,859$53.08M$8.2152w: $56.90 - $205.20; reported $8.21
5WRLDWORLD ACCEP CORPORATION2.43%Reduce -25.6%251,772$31.11MNo quoteNo quote