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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 2026-05-07 from SEC 13F data.

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

1CVNACARVANA CO77.19%Reduce -10.9%5,685,029$1.19B$209.0852w: $13.52 - $58.57; reported $209.08
2HGVHILTON GRAND VACATIONS INC13.89%Reduce -11.9%5,716,641$213.86M$37.4152w: $33.21 - $47.37; reported $37.41
3COFCAPITAL ONE FINL CORP8.26%Reduce -12.0%709,295$127.18M$179.3052w: $128.23 - $210.67; reported $179.30
4CDLXCARDLYTICS INC0.66%Reduce -11.8%5,613,922$10.22M$1.8252w: $17.70 - $158.89; reported $1.82