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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 2026-05-15 for period end 2026-03-31.

$1.7B portfolio value
StockActionChangeCurrentPortfolio Impact
146869102
CARVANA CO
Reduced-$517.9M$1.4B26.62%
14040H105
CAPITAL ONE FINL CORP
Reduced-$36.6M$105.0M2.09%
43283X105
HILTON GRAND VACATIONS INC
Reduced-$33.0M$205.0M1.89%
51819L107
LATHAM GROUP INC
Reduced-$997,934$5.0M0.06%
14161W105
CARDLYTICS INC
Reduced-$519,807$5.5M0.03%

Evidence

SEC 13F filing for Cliff Sosin (CAS Investment Partners)
Filed 2026-05-15 17:10:59+00 · Period end 2026-03-31 · 0001697591-26-000003

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DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

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