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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

5 changes from Cliff Sosin (CAS Investment Partners), filed 2024-11-14 for period end 2024-09-30.

$1.5B portfolio value
StockActionChangeCurrentPortfolio Impact
146869102
CARVANA CO
Increased$283.0M$1.1B18.77%
14161W105
CARDLYTICS INC
Reduced-$32.5M$20.5M2.16%
43283X105
HILTON GRAND VACATIONS INC
Reduced-$29.5M$231.1M1.96%
14040H105
CAPITAL ONE FINL CORP
Increased$26.5M$121.5M1.76%
981419104
WORLD ACCEP CORPORATION
Reduced-$20.1M$11.0M1.33%

Evidence

Related Cards

MB
Increased47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2024-11-14, covering period end 2024-09-30.

MB
Increased01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2024-11-14, covering period end 2024-09-30.

PT
Increased464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2024-11-14, covering period end 2024-09-30.

Cliff Sosin (CAS Investment Partners) disclosed reduced in WORLD ACCEP CORPORATION | TradingNote AI