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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 2026-05-10 from SEC 13F data.

Live quotes available for 4 of 5 rows. Rows without a quote are marked unavailable.

1CVNACARVANA CO36.75%-6,827,803$286.63M$41.9852w: $0.71 - $11.44; reported $41.98
2HGVHILTON GRAND VACATIONS INC35.32%-6,768,920$275.5M$40.7052w: $32.12 - $51.81; reported $40.70
3WRLDWORLD ACCEP CORPORATION12.13%-744,491$94.6MNo quoteNo quote
4CDLXCARDLYTICS INC11.46%-5,416,116$89.37M$16.5052w: $25.70 - $195.70; reported $16.50
5COFCAPITAL ONE FINL CORP4.35%-349,560$33.92M$97.0552w: $83.93 - $123.09; reported $97.05