Clifford Sosin - CAS Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    5
Portfolio value:    $1,748,117,080
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
CVNA - Carvana Co. 81.67 Reduce 1.49% 22,706,455 $10.38 $1,427,691,065 $64.99 526.20% $54.46 $97.38
HGV - Hilton Grand Vacations Inc. 11.73 Reduce 1.46% 5,239,891 $48.39 $204,984,536 $49.67 2.64% $36.79 $55.40
COF - Capital One Financial Corp. 6.01 Reduce 1.47% 575,548 $121.17 $104,997,222 $203.02 67.55% $174.23 $257.54
CDLX - Cardlytics, Inc. 0.31 519,806 $406.16 $5,457,970 $4.17 -98.97% $3.95 $32.80
SWIM - Latham Group, Inc. 0.29 Reduce 1.47% 928,545 $7.61 $4,986,287 $5.92 -22.21% $4.64 $8.97
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Consumer Cyclical 93.40
Financial Services 6.01
Communication Services 0.31
Industrials 0.29