Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 14, 2024, the CAS Investment Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Capital One Financial Corporati
Reductions - Cardlytics, Inc. Common Stock, Carvana Co., Hilton Grand Vacations Inc., 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.