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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 CO43.72%-6,827,803$361.46M$52.9452w: $0.85 - $12.52; reported $52.94
2HGVHILTON GRAND VACATIONS INC32.90%-6,768,920$271.98M$40.1852w: $33.13 - $51.81; reported $40.18
3WRLDWORLD ACCEP CORPORATION8.88%Reduce -24.4%562,491$73.42MNo quoteNo quote
4COFCAPITAL ONE FINL CORP8.46%Add +52.6%533,460$69.95M$131.1252w: $83.93 - $132.50; reported $131.12
5CDLXCARDLYTICS INC6.03%-5,416,116$49.88M$9.2152w: $25.70 - $195.70; reported $9.21