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Clifford Sosin

CAS Investment Partners · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

CVNACarvana Co.

78.9% of portfolio · +397%

Increased
COFCapital One Financial Corporation

6.0% of portfolio

Sold out
METAMeta Platforms, Inc.

4.1% of portfolio

New position
VACMarriott Vacations Worldwide Corporation

2.2% of portfolio

New position
CDLXCardlytics, Inc.

0.1% of portfolio · -91%

Decreased

Full portfolio

CVNACarvana Co.

22,559,570 shares · $1,484,870,897

78.9%
HGVHilton Grand Vacations Inc.

5,206,856 shares · $272,683,049

14.5%
METAMeta Platforms, Inc.

136,246 shares · $76,746,009

4.1%
VACMarriott Vacations Worldwide Corporation

400,000 shares · $40,752,000

2.2%
SWIMLatham Group, Inc.

922,639 shares · $5,969,474

0.3%
CDLXCardlytics, Inc.

470,986 shares · $2,114,727

0.1%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →