What Clifford Sosin Bought in Q2 2026
CAS Investment Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.88B
Total Value
6
Holdings
2
New Buys
4
Reduced
In Q2 2026, Clifford Sosin reported 6 long equity positions worth $1.88B in their CAS Investment Partners 13F filing, including 2 new positions (largest: META PLATFORMS INC at $76.7M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO CL A | 22559570 | $1.48B | 78.85% | 396.8% |
| 2 | HGV | HILTON GRAND VACATIONS | 5206856 | $272.7M | 14.48% | -0.6% |
| 3 | META | META PLATFORMS INC | 136246 | $76.7M | 4.08% | NEW |
| 4 | VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | 400000 | $40.8M | 2.16% | NEW |
| 5 | SWIM | LATHAM GROUP | 922639 | $6.0M | 0.32% | -0.6% |
| 6 | CDLX | CARDLYTICS, INC. | 470986 | $2.1M | 0.11% | -90.9% |