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
Holding/activity history for  Capital One Financial Corp. (COF)
← All COF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 575,548 6.01 Reduce 1.47% 0.09 $174.98–259.64 · VW $207.34i $104,997,222 SEC
2025   Q4 584,125 6.06 Reduce 12.22% 0.77 $199.09–249.74 · VW $221.82i $141,568,535 SEC
2025   Q3 665,470 6.31 Reduce 5.23% 0.38 $203.63–232.45 · VW $218.57i $141,465,613 SEC
2025   Q2 702,181 7.28 Reduce 1.00% 0.08 $143.22–215.62 · VW $185.99i $149,396,030 SEC
2025   Q1 709,295 8.26 Reduce 12.04% 1.01 $159.91–210.67 · VW $190.28i $127,176,593 SEC
2024   Q4 806,389 8.37 Reduce 0.63% 0.05 $143.30–198.30 · VW $174.62i $143,795,286 SEC
2024   Q3 811,500 8.06 Add 18.29% 1.25 $128.23–154.18 · VW $144.98i $121,505,895 SEC
2024   Q2 686,052 7.42 Add 6.32% 0.44 $132.92–149.94 · VW $140.10i $94,983,899 SEC
2024   Q1 645,252 8.61 Add 20.96% 1.49 $123.23–149.28 · VW $137.16i $96,071,570 SEC
2023   Q4 533,460 8.46 Add 52.61% 2.92 $88.23–132.50 · VW $110.20i $69,947,275 SEC
2023   Q3 349,560 4.35 $97.05 $33,924,798 SEC
2023   Q2 349,560 5.82 Reduce 1.48% 0.10 $83.93–114.91 · VW $100.61i $38,231,377 SEC
2023   Q1 354,820 7.00 Add 134.64% 4.02 $86.84–123.09 · VW $106.05i $34,119,491 SEC
2022   Q4 151,218 3.36 Buy 3.36 $86.98–118.40 · VW $100.25i $14,057,225 SEC
Price snapshot:
Current price$203.02
Avg. buy price$121.17
+/- since buy67.55%
52-week low$174.23
52-week high$257.54