Clifford Sosin
CAS Investment Partners
CAS Investment Partners Portfolio 13F
Clifford Sosin Holdings Activity
- Portfolio value:
- $1.75B≈ (-$589M≈)
- Previous value:
- $2.34B≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
CAS Investment Partners has disclosed a total of 4 changes to the portfolio in the latest (2026 Q1) SEC report(s): decreased the number of shares of 4 position(s).
What stocks is Clifford Sosin buying now?
In the recent quarter Clifford Sosin has not purchased any securities.
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Hilton Grand Vacations Inc
|
-1.46%
|
-77,489
|
5,239,891
|
-0.13%
|
$39.12
|
+17.94%($46.14)
|
11.73%
|
2021 Q3
|
≈ 4.75 years
|
|
|
|
Capital One Financial Corp
|
-1.47%
|
-8,577
|
575,548
|
-0.07%
|
$182.43
|
+13.88%($207.75)
|
6.01%
|
2022 Q4
|
≈ 3.50 years
|
|
|
|
Latham Group Inc
|
-1.47%
|
-13,852
|
928,545
|
-0%
|
$5.37
|
-0.37%($5.35)
|
0.29%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Carvana Co
|
-1.49%
|
-68,909
|
4,541,291
|
-0.93%
|
$314.38
|
-80.46%($61.44)
|
81.67%
|
2018 Q1
|
≈ 8.25 years
|
|
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.