Clifford Sosin's Portfolio Trends: Q1 2026 Holdings Analysis
Clifford Sosin's portfolio, as of March 31, 2026, shows a focus on Consumer Cyclical and Financial Services sectors, with notable decreases in holdings across all major stocks during the quarter.
As of March 31, 2026, Clifford Sosin's portfolio, managed through CAS Investment Partners, holds a total value of approximately $1.75 billion, with significant allocations to Consumer Cyclical and Financial Services sectors.
The analysis of his top holdings reveals a pattern of decreasing share counts across all listed stocks during the most recent quarter:
CVNA (CARVANA CO) saw its share count decrease by 1.49%, representing a reduction of 68,909 shares. This position, which accounts for 81.67% of the portfolio, shows a continued downward trend.
HGV (HILTON GRAND VACATIONS INC) experienced a more significant decline, with a 7.16% reduction in shares (-403,885 shares). This stock, comprising 11.73% of the portfolio, also showed a decrease.
COF (CAPITAL ONE FINL CORP) decreased by 1.47% (-8,577 shares), reducing its allocation to 6.01% of the total portfolio value.
SWIM (LATHAM GROUP INC) also decreased by 1.47% (-13,852 shares), maintaining its small allocation of 0.29%.
While this analysis focuses on the top holdings, it's important to note that other positions within the portfolio may have remained unchanged or seen different trends during this period.