Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q3 2019)

According to the SEC 13F filed on Aug 14, 2026, the CAS Investment Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2019. 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 Q3 2019, the filing reported:

New Buys - None reported

Increases - Cardlytics, Inc. Common Stock, Carvana Co.

Reductions - World Acceptance Corporation

Complete Exits - Credit Acceptance Corporation

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
Q3 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell - Position Exit	-65,468	-100.0%	$0.00	-
Q3 2019	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Buy	+157,391	+7.3%	$77.75K	2,319,411
Q3 2019	CVNA Carvana Co.	Carvana Co.	Buy	+69,500	+2.7%	$171.92K	2,604,831
Q3 2019	WRLD World Acceptance Corporation	World Acceptance Corporation	Sell	-107,069	-18.4%	$60.49K	474,410