Clifford Sosin
CAS Investment Partners
CAS Investment Partners Portfolio 13F
Clifford Sosin Holdings Activity
- Portfolio value:
- $2.34B≈ (+$95M≈)
- Previous value:
- $2.24B≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
CAS Investment Partners has disclosed a total of 4 changes to the portfolio in the (2025 Q4) SEC report(s): decreased the number of shares of 4 position(s).
What stocks did Clifford Sosin buy in 2025 Q4?
During 2025 Q4 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Carvana Co
|
-5.72%
|
-279,474
|
4,610,200
|
-5.26%
|
$422.02
|
-85.44%($61.44)
|
83.25%
|
2018 Q1
|
≈ 8.00 years
|
|
|
|
Latham Group Inc
|
-5.76%
|
-57,603
|
942,397
|
-0.02%
|
$6.35
|
-15.75%($5.35)
|
0.26%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Hilton Grand Vacations Inc
|
-5.78%
|
-326,396
|
5,317,380
|
-0.65%
|
$44.75
|
+3.11%($46.14)
|
10.18%
|
2021 Q3
|
≈ 4.50 years
|
|
|
|
Capital One Financial Corp
|
-12.22%
|
-81,345
|
584,125
|
-0.88%
|
$242.36
|
-14.28%($207.75)
|
6.06%
|
2022 Q4
|
≈ 3.25 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.