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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

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

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Cliff Sosin (CAS Investment Partners) disclosed reduced in HILTON GRAND VACATIONS INC | TradingNote AI