What Clifford Sosin Bought in Q4 2024

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

Period: 2024-12-31 · Filed · Historical

$1.72B

Total Value

4

Holdings

0

New Buys

3

Reduced

In Q4 2024, Clifford Sosin reported 4 long equity positions worth $1.72B in their CAS Investment Partners 13F filing and 1 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO6377797$1.30B75.53%-1.2%
2HGVHILTON GRAND VACATIONS INC6492344$252.9M14.73%+2.0%
3COFCapital One Financial806389$143.8M8.37%-0.6%
4CDLXCARDLYTICS INC6368910$23.6M1.38%-0.8%