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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 2026-02-17 for period end 2025-12-31.

$2.3B portfolio value
StockActionChangeCurrentPortfolio Impact
146869102
CARVANA CO CL A
Increased$101.0M$1.9B4.32%
14161W105
CARDLYTICS, INC.
Reduced-$6.7M$6.0M0.28%
43283X105
HILTON GRAND VACATIONS
Increased$2.0M$238.0M0.08%
51819L107
LATHAM GROUP
Reduced-$1.6M$6.0M0.07%
14040H105
CAPITAL ONE FINANCIAL CORP
Increased$102,922$141.6M0.00%

Evidence

SEC 13F filing for Cliff Sosin (CAS Investment Partners)
Filed 2026-02-17 14:55:51+00 · Period end 2025-12-31 · 0001697591-26-000002

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Cliff Sosin (CAS Investment Partners) disclosed increased in CAPITAL ONE FINANCIAL CORP | TradingNote AI