Follow The Filings

CAS Investment Partners, LLC activity

Every position Clifford Sosin opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 2
Add 1
Reduce 3
Exit 1

7 shown

Ticker Action Δ weight Detail Period
META New 0% to 4.1% $77M Q1→Q2
MAR New 0% to 2.2% $41M Q1→Q2
COF Exit 6.0% to 0% $105M Q1→Q2
CVNA Add 81.7% to 78.9% +396.8% sh Q1→Q2
HGV Reduce 11.7% to 14.5% −0.6% sh Q1→Q2
CDLX Reduce 0.31% to 0.11% −90.9% sh Q1→Q2
SWIM Reduce 0.29% to 0.32% −0.6% sh Q1→Q2