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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 2026-05-08 from SEC 13F data.

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

1CVNACARVANA CO75.53%Reduce -1.2%6,377,797$1.3B$203.3652w: $8.04 - $53.67; reported $203.36
2HGVHILTON GRAND VACATIONS INC14.73%Add +2.0%6,492,344$252.88M$38.9552w: $33.21 - $49.02; reported $38.95
3COFCAPITAL ONE FINL CORP8.37%Reduce -0.6%806,389$143.8M$178.3252w: $123.23 - $198.30; reported $178.32
4CDLXCARDLYTICS INC1.38%Reduce -0.8%6,368,910$23.63M$3.7152w: $28.90 - $205.20; reported $3.71
5WRLDWORLD ACCEP CORPORATION-Sold0$0No quoteNo quote