Clifford Sosin — CAS Investment Partners, LLC

Clifford SosinCAS Investment Partners, LLC

13F portfolio as reported for Q2 2026 · total reported value $1.88B · source: public SEC filings

Top 6 reported holdings
TickerCompanyShares Reported valuePortfolio weight
CVNACarvana Co.22,559,570$1.48B78.8%
HGVHilton Grand Vacations Inc.5,206,856$272.7M14.5%
METAMeta Platforms, Inc.136,246$76.7M4.1%
VACMarriott Vacations Worldwide Corporation400,000$40.8M2.2%
SWIMLatham Group, Inc.922,639$6.0M0.3%
CDLXCardlytics, Inc.470,986$2.1M0.1%

13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.

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