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Clifford Sosin

CAS Investment Partners

Clifford Sosin Hilton Grand Vacations Inc stake

total: 14

CAS Investment Partners HGV trades

Total transactions:
13
New positions:
1
Added:
2
Reduced:
10
Held since:
2021 Q3
Held for:
19 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Clifford Sosin holds 5,239,891 Hilton Grand Vacations Inc (HGV) shares with a market value of roughly $204.98M accounting for 11.73% of the overall portfolio. To date, the estimated cost basis is nearly $48.43 for "buy" trades and estimated average "sell" price is $41.47. CAS Investment Partners first purchased HGV in 2021 Q3, initially acquiring about 6.00M shares. Since the initial investment in Hilton Grand Vacations Inc (HGV), CAS Investment Partners has made 12 more transactions.

How many HGV shares does Clifford Sosin currently hold?

According to 2026 Q1 report, Clifford Sosin holds 5,239,891 shares of Hilton Grand Vacations Inc (HGV), valued at around $204.98M.

When did Clifford Sosin buy Hilton Grand Vacations Inc (HGV)?

Clifford Sosin first invested in Hilton Grand Vacations Inc (HGV) in 2021 Q3 at the reported quarter-end price of $47.57 per share.

What's the cost basis of CAS Investment Partners's HGV stake?

The estimated cost basis for Hilton Grand Vacations Inc (HGV) stake is around $48.43 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$48.43
Weighted AVG sell price:
$41.47

Clifford Sosin's historical trades in Hilton Grand Vacations Inc

13 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
11.73%
5,239,891
$39.12
$204,984,536
-1.46% (-77,489)
-0.13%
2025 Q4
10.18%
5,317,380
$44.75
$237,952,755
-5.78% (-326,396)
-0.65%
2025 Q3
10.52%
5,643,776
$41.81
$235,966,275
-0.28% (-16,027)
-0.03%
2025 Q2
11.45%
5,659,803
$41.53
$235,051,619
-0.99% (-56,838)
-0.15%
2025 Q1
13.89%
5,716,641
$37.41
$213,859,540
-11.95% (-775,703)
-1.69%
2024 Q4
14.73%
6,492,344
$38.95
$252,876,799
+2.03% (+129,333)
+0.29%
2024 Q3
15.33%
6,363,011
$36.32
$231,104,559
-1.30% (-83,650)
-0.24%
2024 Q1
27.27%
6,446,661
$47.21
$304,346,866
-4.76% (-322,259)
-1.84%
2023 Q2
46.83%
6,768,920
$45.44
$307,579,725
-1.46% (-100,545)
-0.94%
2023 Q1
62.61%
6,869,465
$44.43
$305,210,330
-6.77% (-498,465)
-5.29%
2022 Q4
67.82%
$38.54
-4.65% (-359,235)
2021 Q4
21.01%
$52.11
+28.79% (+1,727,165)
2021 Q3
13.60%
$47.57
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.