TNTradingNote AI
Back to daily briefing

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

4 changes from Cliff Sosin (CAS Investment Partners), filed 2025-05-15 for period end 2025-03-31.

$1.5B portfolio value
StockActionChangeCurrentPortfolio Impact
146869102
CARVANA CO
Reduced-$108.4M$1.2B7.04%
43283X105
HILTON GRAND VACATIONS INC
Reduced-$39.0M$213.9M2.53%
14040H105
CAPITAL ONE FINL CORP
Reduced-$16.6M$127.2M1.08%
14161W105
CARDLYTICS INC
Reduced-$13.4M$10.2M0.87%

Evidence

SEC 13F filing for Cliff Sosin (CAS Investment Partners)
Filed 2025-05-15 20:06:18+00 · Period end 2025-03-31 · 0001420506-25-001269

Related Cards

MB
New67066G104

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

DT
New78468R796

David Tepper

David Tepper (Appaloosa) filed a 13F change in SPDR SER TR (78468R796) on 2025-05-15, covering period end 2025-03-31.

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in APPLE INC (37833100) on 2025-05-15, covering period end 2025-03-31.

Cliff Sosin (CAS Investment Partners) disclosed reduced in CAPITAL ONE FINL CORP | TradingNote AI