Featured 13F manager
CAS Investment Partners, LLC Clifford Sosin
Clifford Sosin Westport, CT 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.9B
- 6 Positions
- 2026 Q2
- +7.7% QoQ
- Top 5 99.9%
Portfolio
top 5 99.9% · top 10 100.0%
AUM over time
Latest book
| CVNA - Carvana · CL A | 78.85% | Add +396.8% | 22,559,570 | $65.82 | $1.5B | +18,018,279 | +$57M |
| HGV - Hilton Grand Vacations | 14.48% | Reduce −0.6% | 5,206,856 | $52.37 | $273M | −33,035 | +$68M |
| META - Meta Platforms · CL A | 4.08% | New | 136,246 | $563.29 | $77M | +136,246 | +$77M |
| MAR - Marriott Vacations Worldwide | 2.16% | New | 400,000 | $101.88 | $41M | +400,000 | +$41M |
| SWIM - Latham Group | 0.32% | Reduce −0.6% | 922,639 | $6.47 | $6M | −5,906 | +$983K |
| CDLXEUR - Cardlytics | 0.11% | Reduce −90.9% | 470,986 | $4.49 | $2M | −4,727,081 | −$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| COF - Capital One Finl | 6.01% | Exit | 0 | $182.43 | $105M | −575,548 | −$105M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 6 | $1.9B | +7.7% | 13F-HR | 8/14/2026 | 000169759126000004 |
| 2026 Q1 | 5 | $1.7B | −25.2% | 13F-HR | 5/15/2026 | 000169759126000003 |
| 2025 Q4 | 5 | $2.3B | +4.2% | 13F-HR | 2/17/2026 | 000169759126000002 |
| 2025 Q3 | 5 | $2.2B | +9.3% | 13F-HR | 11/14/2025 | 000142050625003281 |
| 2025 Q2 | 4 | $2.1B | +33.2% | 13F-HR | 8/14/2025 | 000142050625002046 |
| 2025 Q1 | 4 | $1.5B | −10.3% | 13F-HR | 5/15/2025 | 000142050625001269 |
| 2024 Q4 | 4 | $1.7B | +13.9% | 13F-HR | 2/14/2025 | 000142050625000470 |
| 2024 Q3 | 5 | $1.5B | +17.8% | 13F-HR | 11/14/2024 | 000142050624002470 |
| 2024 Q2 | 5 | $1.3B | +14.7% | 13F-HR | 8/14/2024 | 000142050624001459 |
| 2024 Q1 | 5 | $1.1B | +34.9% | 13F-HR | 5/15/2024 | 000142050624000926 |
| 2023 Q4 | 5 | $827M | +6.0% | 13F-HR | 2/14/2024 | 000142050624000370 |
| 2023 Q3 | 5 | $780M | +18.7% | 13F-HR | 11/14/2023 | 000142050623002101 |
| 2023 Q2 | 5 | $657M | +34.6% | 13F-HR | 8/14/2023 | 000142050623001593 |
| 2023 Q1 | 5 | $488M | +16.5% | 13F-HR | 5/15/2023 | 000142050623001111 |
| 2022 Q4 | 6 | $419M | −23.5% | 13F-HR | 2/14/2023 | 000142050623000672 |
| 2022 Q3 | 5 | $548M | −16.8% | 13F-HR | 11/14/2022 | 000142050622002186 |
| 2022 Q2 | 5 | $659M | −55.9% | 13F-HR | 8/15/2022 | 000142050622001677 |
| 2022 Q1 | 6 | $1.5B | −22.0% | 13F-HR | 5/16/2022 | 000142050622000950 |
| 2021 Q4 | 6 | $1.9B | −8.7% | 13F-HR | 2/14/2022 | 000142050622000403 |
| 2021 Q3 | 6 | $2.1B | — | 13F-HR | 11/15/2021 | 000142050621001631 |
About
CAS Investment Partners, LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2