Cliff Sosin

CAS Investment Partners

Cliff Sosin (CAS Investment Partners) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Cliff Sosin (CAS Investment Partners) portfolio page tracks CAS Investment Partners holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies CAS Investment Partners owns and how disclosed positions change over time. Cliff Sosin (CAS Investment Partners)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Carvana Co (CVNA), Capital One Financial Corporation Common Stock (COF), Hilton Grand Vacations Inc. (HGV), Latham Group, Inc. (SWIM), and Cardlytics, Inc. (CDLX). Investors use CAS Investment Partners 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Carvana CoCVNA$101.0MAddQ4 2025 13F$101M--$69.44
Cardlytics, Inc.CDLX$-6.7MTrimQ4 2025 13F$6.7M--$5.20
Hilton Grand Vacations Inc.HGV$2.0MAddQ4 2025 13F$2.0M--$54.67
Latham Group, Inc.SWIM$-1.6MTrimQ4 2025 13F$1.6M--$5.58
Capital One Financial Corporation Common StockCOF$102.9KAddQ4 2025 13F$103k$231.43$204.00
Carvana CoCVNA$186.0MAddQ3 2025 13F$186M--$69.44
Capital One Financial Corporation Common StockCOF$-7.9MTrimQ3 2025 13F$7.9M$221.53$204.00
Latham Group, Inc.SWIM$7.6MOtherQ3 2025 13F$7.6M--$5.58
Cardlytics, Inc.CDLX$3.4MAddQ3 2025 13F$3.4M--$5.20
Hilton Grand Vacations Inc.HGV$914.7KAddQ3 2025 13F$915k--$54.67
Carvana CoCVNA$470.0MAddQ2 2025 13F$470M--$69.44
Capital One Financial Corporation Common StockCOF$22.2MAddQ2 2025 13F$22M--$204.00
Hilton Grand Vacations Inc.HGV$21.2MAddQ2 2025 13F$21M--$54.67
Cardlytics, Inc.CDLX$-982.4KTrimQ2 2025 13F$982k--$5.20
Carvana CoCVNA$-108.4MTrimQ1 2025 13F$108M--$69.44
Hilton Grand Vacations Inc.HGV$-39.0MTrimQ1 2025 13F$39M--$54.67
Capital One Financial Corporation Common StockCOF$-16.6MTrimQ1 2025 13F$17M$172.60$204.00
Cardlytics, Inc.CDLX$-13.4MTrimQ1 2025 13F$13M--$5.20
Carvana CoCVNA$173.4MAddQ4 2024 13F$173M--$69.44
Capital One Financial Corporation Common StockCOF$22.3MAddQ4 2024 13F$22M--$204.00
Hilton Grand Vacations Inc.HGV$21.8MAddQ4 2024 13F$22M--$54.67
World Acceptance CorporationWRLD$-11.0MExitQ4 2024 13F$11M$116.70$173.15
Cardlytics, Inc.CDLX$3.1MAddQ4 2024 13F$3.1M--$5.20
Carvana CoCVNA$283.0MAddQ3 2024 13F$283M--$69.44
Cardlytics, Inc.CDLX$-32.5MTrimQ3 2024 13F$33M--$5.20
Hilton Grand Vacations Inc.HGV$-29.5MTrimQ3 2024 13F$30M--$54.67
Capital One Financial Corporation Common StockCOF$26.5MAddQ3 2024 13F$27M--$204.00
World Acceptance CorporationWRLD$-20.1MTrimQ3 2024 13F$20M$120.38$173.15
Carvana CoCVNA$266.5MAddQ2 2024 13F$267M--$69.44
Hilton Grand Vacations Inc.HGV$-43.7MTrimQ2 2024 13F$44M--$54.67
Cardlytics, Inc.CDLX$-39.3MTrimQ2 2024 13F$39M--$5.20
World Acceptance CorporationWRLD$-17.9MTrimQ2 2024 13F$18M$131.77$173.15
Capital One Financial Corporation Common StockCOF$-1.1MTrimQ2 2024 13F$1.1M--$204.00
Cliff Sosin History Trades | TradingNote