Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the CAS Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2025. 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 Q4 2024, the filing reported:

New Buys - None reported

Increases - Hilton Grand Vacations Inc.

Reductions - Cardlytics, Inc. Common Stock, Capital One Financial Corporati, Carvana Co.

Complete Exits - World 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
Q4 2024	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell	-50,823	-0.8%	$23.63M	6,368,910
Q4 2024	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-5,111	-0.6%	$143.80M	806,389
Q4 2024	CVNA Carvana Co.	Carvana Co.	Sell	-75,797	-1.2%	$1.30B	6,377,797
Q4 2024	HGV Hilton Grand Vacations Inc.	Hilton Grand Vacations Inc.	Buy	+129,333	+2.0%	$252.88M	6,492,344
Q4 2024	WRLD World Acceptance Corporation	World Acceptance Corporation	Sell - Position Exit	-93,299	-100.0%	$0.00	-