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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 CO80.82%Reduce -13.4%4,922,268$1.66B$336.9652w: $23.70 - $70.29; reported $336.96
2HGVHILTON GRAND VACATIONS INC11.45%Reduce -1.0%5,659,803$235.05M$41.5352w: $30.59 - $44.99; reported $41.53
3COFCAPITAL ONE FINL CORP7.28%Reduce -1.0%702,181$149.4M$212.7652w: $128.23 - $215.62; reported $212.76
4CDLXCARDLYTICS INC0.45%-5,613,922$9.23M$1.6552w: $1.22 - $94.80; reported $1.65