Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 Q2 2019, the filing reported:

New Buys - Cardlytics, Inc. Common Stock

Increases - Carvana Co.

Reductions - Credit Acceptance Corporation, World Acceptance Corporation

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-42,532	-39.4%	$31.68K	65,468
Q2 2019	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Buy - Position Entry	+2,162,020	-	$56.17K	2,162,020
Q2 2019	CVNA Carvana Co.	Carvana Co.	Buy	+10,000	+0.4%	$158.69K	2,535,331
Q2 2019	WRLD World Acceptance Corporation	World Acceptance Corporation	Sell	-96,000	-14.2%	$95.43K	581,479