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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 5 of 5 rows. Rows without a quote are marked unavailable.

1CVNACARVANA CO82.26%Reduce -0.7%4,889,674$1.84B$377.2452w: $29.65 - $82.67; reported $377.24
2HGVHILTON GRAND VACATIONS INC10.52%Reduce -0.3%5,643,776$235.97M$41.8152w: $30.59 - $52.08; reported $41.81
3COFCAPITAL ONE FINL CORP6.31%Reduce -5.2%665,470$141.47M$212.5852w: $143.22 - $232.45; reported $212.58
4CDLXCARDLYTICS INC0.56%Reduce -7.4%5,198,067$12.63M$2.4352w: $0.85 - $52.45; reported $2.43
5SWIMLATHAM GROUP INC0.34%New1,000,000$7.61M$7.6152w: $4.56 - $8.46; reported $7.61