Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, the CAS Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2018, the filing reported:

New Buys - Carvana Co.

Increases - Credit Acceptance Corporation

Reductions - None reported

Complete Exits - United Rentals, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+29,000	+37.7%	$35.02K	105,986
Q1 2018	CVNA Carvana Co.	Carvana Co.	Buy - Position Entry	+2,008,068	-	$46.05K	2,008,068
Q1 2018	URI United Rentals, Inc.	United Rentals, Inc.	Sell - Position Exit	-32,300	-100.0%	$0.00	-