What Clifford Sosin Bought in Q2 2025

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

Period: 2025-06-30 · Filed · Historical

$2.05B

Total Value

4

Holdings

0

New Buys

3

Reduced

In Q2 2025, Clifford Sosin reported 4 long equity positions worth $2.05B in their CAS Investment Partners 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO4922268$1.66B80.82%-13.4%
2HGVHILTON GRAND VACATIONS INC5659803$235.1M11.45%-1.0%
3COFCapital One Financial702181$149.4M7.28%-1.0%
4CDLXCARDLYTICS INC5613922$9.2M0.45%