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 2026-05-08 from SEC 13F data.
Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 74.52% | Reduce -1.2% | 6,453,594 | $1.12B | $174.11 | |
| 2 | HGV | HILTON GRAND VACATIONS INC | 15.33% | Reduce -1.3% | 6,363,011 | $231.1M | $36.32 | |
| 3 | COF | CAPITAL ONE FINL CORP | 8.06% | Add +18.3% | 811,500 | $121.51M | $149.73 | |
| 4 | CDLX | CARDLYTICS INC | 1.36% | Reduce -0.7% | 6,419,733 | $20.54M | $3.20 | |
| 5 | WRLD | WORLD ACCEP CORPORATION | 0.73% | Reduce -62.9% | 93,299 | $11.01M | No quote | No quote |