Clifford Sosin March 2026 Portfolio Update: CAS Investment Partners Holdings
Clifford Sosin's CAS Investment Partners portfolio valued at $1.75B as of March 31, 2026. Key holdings include CARVANA CO (CVNA) and HILTON GRAND VACATIONS INC (HGV).
As of March 31, 2026, Clifford Sosin's portfolio at CAS Investment Partners was valued at $1.75 billion.
Major changes in the portfolio include a significant decrease in CARVANA CO (CVNA), which saw a reduction of 1.49% in shares and allocation, now representing 81.67% of the portfolio. Similarly, HILTON GRAND VACATIONS INC (HGV) experienced a 7.16% decrease in shares and allocation, down to 11.73%. CAPITAL ONE FINL CORP (COF) also saw a slight decrease of 1.47% in shares and allocation to 6.01%. Conversely, LATHAM GROUP INC (SWIM) experienced a minor decrease of 1.47% in shares and allocation to 0.29%.
For more details on Clifford Sosin's investment activities, visit https://www.insiderset.com/investor/clifford-sosin-cas-investment-partners. Detailed information on CARVANA CO (CVNA) can be found at https://www.insiderset.com/investors/stocks/CVNA, HILTON GRAND VACATIONS INC (HGV) at https://www.insiderset.com/investors/stocks/HGV, CAPITAL ONE FINL CORP (COF) at https://www.insiderset.com/investors/stocks/COF, and LATHAM GROUP INC (SWIM) at https://www.insiderset.com/investors/stocks/SWIM.