What Clifford Sosin Bought in Q1 2026

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

Period: 2026-03-31 · Filed · Historical

$1.75B

Total Value

5

Holdings

0

New Buys

4

Reduced

In Q1 2026, Clifford Sosin reported 5 long equity positions worth $1.75B in their CAS Investment Partners 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO4541291$1.43B81.67%-1.5%
2HGVHILTON GRAND VACATIONS INC5239891$205.0M11.73%-1.5%
3COFCapital One Financial575548$105.0M6.01%-1.5%
4CDLXCARDLYTICS INC5198067$5.5M0.31%—
5SWIMLATHAM GROUP INC928545$5.0M0.29%-1.5%