Question 1

What stocks did Clifford Sosin sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Clifford Sosin fully exited 1 positions and reduced 4 existing holdings. Combined sell footprint: approximately $108.3M based on prior-quarter values.

Question 2

What was Clifford Sosin's biggest sell?

Accepted Answer

Clifford Sosin's largest fully-exited position in the Q2 '26 filing was Capital One Financial (COF), previously worth $105.0M.

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
CVNA	CARVANA CO CL A	22559570	$1.48B	78.85%	396.8%
HGV	HILTON GRAND VACATIONS	5206856	$272.7M	14.48%	-0.6%
SWIM	LATHAM GROUP	922639	$6.0M	0.32%	-0.6%
CDLX	CARDLYTICS, INC.	470986	$2.1M	0.11%	-90.9%

Clifford Sosin — Recent Sells

Fully exited (1)

Reduced positions (4)