Clifford Sosin Portfolio Snapshot: March 2026 Holdings
A snapshot of Clifford Sosin's portfolio as of March 31, 2026, highlighting top holdings and observable changes in share positions.
As of March 31, 2026, Clifford Sosin's portfolio at CAS Investment Partners is valued at approximately $1.75 billion. The portfolio is dominated by Carvana Co. (CVNA), which accounts for 81.67% of the total holdings.
CVNA saw a reduction in shares held by 1.49%, while Hilton Grand Vacations Inc. (HGV) experienced a more significant decrease of 7.16% in shares. Capital One Financial Corp. (COF) and Latham Group Inc. (SWIM) also saw reductions in their respective share positions.
For detailed insights into Mr. Sosin's investment activities, visit his profile at https://www.insiderset.com/investor/clifford-sosin-cas-investment-partners. You can explore each stock's performance and details here: Carvana Co., Hilton Grand Vacations Inc., Capital One Financial Corp., and Latham Group Inc..