CS
Cliff Sosin (CAS Investment Partners) disclosed reduced in CARDLYTICS, INC.
Cliff Sosin (CAS Investment Partners) filed a 13F change in CARDLYTICS, INC. (14161W105) on 2026-02-17, covering period end 2025-12-31.
Action
Reduced
Capital
$5,977,777 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 2026-02-17 for period end 2025-12-31.
$2.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
146869102 CARVANA CO CL A | Increased | $101.0M | $1.9B | 4.32% |
14161W105 CARDLYTICS, INC. | Reduced | -$6.7M | $6.0M | 0.28% |
43283X105 HILTON GRAND VACATIONS | Increased | $2.0M | $238.0M | 0.08% |
51819L107 LATHAM GROUP | Reduced | -$1.6M | $6.0M | 0.07% |
14040H105 CAPITAL ONE FINANCIAL CORP | Increased | $102,922 | $141.6M | 0.00% |