Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 16, 2022, the CAS Investment Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:
New Buys - None reported
Increases - Cardlytics, Inc. Common Stock, Carvana Co.
Reductions - Herbalife
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.