What Clifford Sosin Bought in Q1 2024

CAS Investment Partners · Quarterly 13F recap as filed with the SEC.

Period: 2024-03-31 · Filed · Historical

$1.12B

Total Value

5

Holdings

0

New Buys

0

Reduced

In Q1 2024, Clifford Sosin reported 5 long equity positions worth $1.12B in their CAS Investment Partners 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO6530894$574.1M51.45%
2HGVHILTON GRAND VACATIONS INC6446661$304.3M27.27%
3COFCapital One Financial645252$96.1M8.61%
4CDLXCARDLYTICS INC6373676$92.4M8.28%
5WRLDWORLD ACCEP CORPORATION338164$49.0M4.39%