What Clifford Sosin Bought in Q3 2025

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

Period: 2025-09-30 · Filed · Historical

$2.24B

Total Value

5

Holdings

1

New Buys

4

Reduced

In Q3 2025, Clifford Sosin reported 5 long equity positions worth $2.24B in their CAS Investment Partners 13F filing, including 1 new positions (largest: LATHAM GROUP INC at $7.6M).

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO4889674$1.84B82.26%-0.7%
2HGVHILTON GRAND VACATIONS INC5643776$236.0M10.52%-0.3%
3COFCapital One Financial665470$141.5M6.31%-5.2%
4CDLXCARDLYTICS INC5198067$12.6M0.56%-7.4%
5SWIMLATHAM GROUP INC1000000$7.6M0.34%NEW