# Clifford Sosin — CAS Investment Partners

Source: SEC EDGAR 13F filings (CIK 0001697591).
Page URL: https://superinvestorclub.com/manager/38
Last updated: 2026-07-08T11:36:23.106Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Clifford Sosin reported 5 long equity positions in their CAS Investment Partners 13F filing, with a total reported value of $1.75B.

### About

Concentrated value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | CVNA | CARVANA CO | 4541291 | $1.43B | 81.67% | -1.5% |
| 2 | HGV | HILTON GRAND VACATIONS INC | 5239891 | $205.0M | 11.73% | -1.5% |
| 3 | COF | Capital One Financial | 575548 | $105.0M | 6.01% | -1.5% |
| 4 | CDLX | CARDLYTICS INC | 5198067 | $5.5M | 0.31% | — |
| 5 | SWIM | LATHAM GROUP INC | 928545 | $5.0M | 0.29% | -1.5% |

## New positions this quarter (0)


## Increased positions (0)


## Reduced positions (4)

- CVNA: 4541291 shares (-1.5%), $1.43B
- HGV: 5239891 shares (-1.5%), $205.0M
- COF: 575548 shares (-1.5%), $105.0M
- SWIM: 928545 shares (-1.5%), $5.0M

## Sold positions (0)


## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Clifford Sosin, CAS Investment Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/38)".