What Clifford Sosin Bought in Q1 2025

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

Period: 2025-03-31 · Filed · Historical

$1.54B

Total Value

4

Holdings

0

New Buys

4

Reduced

In Q1 2025, Clifford Sosin reported 4 long equity positions worth $1.54B in their CAS Investment Partners 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO5685029$1.19B77.19%-10.9%
2HGVHILTON GRAND VACATIONS INC5716641$213.9M13.89%-11.9%
3COFCapital One Financial709295$127.2M8.26%-12.0%
4CDLXCARDLYTICS INC5613922$10.2M0.66%-11.9%