What Clifford Sosin Bought in Q4 2025

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

Period: 2025-12-31 · Filed · Historical

$2.34B

Total Value

5

Holdings

0

New Buys

3

Reduced

In Q4 2025, Clifford Sosin reported 5 long equity positions worth $2.34B in their CAS Investment Partners 13F filing and 1 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1CVNACARVANA CO CL A4610200$1.95B83.25%-5.7%
2HGVHILTON GRAND VACATIONS5317380$238.0M10.18%-5.8%
3COFCapital One Financial584125$141.6M6.06%-12.2%
4SWIMLATHAM GROUP942397$6.0M0.26%+-5.8%
5CDLXCARDLYTICS, INC.5198067$6.0M0.26%—