What Clifford Sosin Bought in Q3 2024

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

Period: 2024-09-30 · Filed · Historical

$1.51B

Total Value

5

Holdings

0

New Buys

3

Reduced

In Q3 2024, Clifford Sosin reported 5 long equity positions worth $1.51B in their CAS Investment Partners 13F filing and 2 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO6453594$1.12B74.52%-1.2%
2HGVHILTON GRAND VACATIONS INC6363011$231.1M15.33%-1.3%
3COFCapital One Financial811500$121.5M8.06%+18.3%
4CDLXCARDLYTICS INC6419733$20.5M1.36%-0.7%
5WRLDWORLD ACCEP CORPORATION93299$11.0M0.73%+-62.9%