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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 CO CL A83.25%Reduce -5.7%4,610,200$1.95B$422.0252w: $29.65 - $97.07; reported $422.02
2HGVHILTON GRAND VACATIONS10.18%Reduce -5.8%5,317,380$237.95M$44.7552w: $30.59 - $52.08; reported $44.75
3COFCAPITAL ONE FINANCIAL CORP6.06%Reduce -12.2%584,125$141.57M$242.3652w: $143.22 - $249.74; reported $242.36
4SWIMLATHAM GROUP0.26%Reduce -5.8%942,397$5.98M$6.3552w: $4.56 - $8.46; reported $6.35
5CDLXCARDLYTICS, INC.0.26%-5,198,067$5.98M$1.1552w: $0.85 - $40.45; reported $1.15