Question 1

What stocks did Clifford Sosin buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Clifford Sosin added 2 new positions and increased 0 existing holdings, totaling $117.5M in buy activity. New positions alone account for $117.5M.

Question 2

What was Clifford Sosin's biggest new buy?

Accepted Answer

Clifford Sosin's largest new position in the Q2 '26 filing was META PLATFORMS INC (META) at $76.7M, representing 4.08% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
META	META PLATFORMS INC	136246	$76.7M	4.08%
VAC	MARRIOTT VACATIONS WORLDWIDE CORP.	400000	$40.8M	2.16%

Clifford Sosin — Recent Buys

New positions (2)