Clifford Sosin's CAS Investment Partners opened a new position in Meta Platforms Inc (META) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 136K shares worth about $76.7M at June 30, 2026, 4.08% of the reported portfolio. META enters the book as the 3rd largest of 6 stock positions.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 136K |
| Reported value | $76.7M |
| Portfolio weight | 4.08% |
| Rank in portfolio | 3rd of 6 |
How big is the new META position?
Clifford Sosin opened 2 stock positions in 2026 Q2; META is the largest of them by weight. An average stock position in the Clifford Sosin portfolio is 17% of the reported value, so the new name starts below the fund's typical size.
Where does META sit in the Clifford Sosin portfolio?
META ranks 3rd of 6 stock positions in the Clifford Sosin portfolio at 4.08%, below the fund's average stock position of 17%. The META purchase was the 3rd largest of the quarter's 7 position changes by percent change to portfolio. The largest stock position is CVNA at 78.85%. Next come HGV at 14.48% and META at 4.08%. The three largest stocks together are 97.41% of the book. Across the 2026 Q2 portfolio, Clifford Sosin reported 6 stock positions, with 2 opened and 1 closed. The total portfolio value is about $1.9B, up 8% from the prior quarter.
Has Clifford Sosin held META before?
Clifford Sosin has not reported META before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 26 hold META. Of those, 2 opened it this quarter. Another 3 sold out of it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares does Clifford Sosin hold?
Clifford Sosin holds 136K shares of META as of June 30, 2026, worth about $76.7M.
What is META's weight in the Clifford Sosin portfolio?
META is 4.08% of the Clifford Sosin portfolio and ranks 3rd of 6 stocks by weight.
Has Clifford Sosin owned META before?
No. Clifford Sosin has not reported META before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold META?
26 other tracked funds that had filed for 2026 Q2 hold META. 2 of them opened it this quarter.