What Clifford Sosin Bought in Q2 2024

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

Period: 2024-06-30 · Filed · Historical

$1.28B

Total Value

5

Holdings

0

New Buys

1

Reduced

In Q2 2024, Clifford Sosin reported 5 long equity positions worth $1.28B in their CAS Investment Partners 13F filing and 2 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO6530894$840.7M65.65%—
2HGVHILTON GRAND VACATIONS INC6446661$260.6M20.35%—
3COFCapital One Financial686052$95.0M7.42%+6.3%
4CDLXCARDLYTICS INC6464859$53.1M4.15%+1.4%
5WRLDWORLD ACCEP CORPORATION251772$31.1M2.43%-25.5%