CS
Cliff Sosin (CAS Investment Partners) disclosed increased in CARVANA CO
Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$1,844,580,620 current disclosed value
Institutional 13F Signals1 evidence source
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 2025-11-14 for period end 2025-09-30.
$2.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
146869102 CARVANA CO | Increased | $186.0M | $1.8B | 8.29% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$7.9M | $141.5M | 0.35% |
51819L107 LATHAM GROUP INC | New | $7.6M | $7.6M | 0.34% |
14161W105 CARDLYTICS INC | Increased | $3.4M | $12.6M | 0.15% |
43283X105 HILTON GRAND VACATIONS INC | Increased | $914,656 | $236.0M | 0.04% |