Clifford Sosin

CAS Investment Partners · SEC CIK 1697591

Deep work, very few names, long holding periods.

Q1 2026
Latest 13F
$1.75B
Filed US book
5
Positions

Largest holdings, as filed

Top 5 of 5 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

CompanyTickerValueWeight
CARVANA COCVNA$1.43B81.7%
HILTON GRAND VACATIONS INCHGV$204.98M11.7%
CAPITAL ONE FINL CORPCOF$105.00M6.0%
CARDLYTICS INCCDLXEUR$5.46M0.3%
LATHAM GROUP INCSWIM$4.99M0.3%

Inside the app: the full book for CAS Investment Partners, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.