Portfolio Concentration Analysis: Clifford Sosin's Holdings as of March 31, 2026

As of March 31, 2026, Clifford Sosin's portfolio managed through CAS Investment Partners shows a significant concentration in specific sectors and holdings. The total portfolio value stands at approximately $1.75 billion.

The largest position in the portfolio is held by CARVANA CO (CVNA), accounting for 81.67% of the total assets. This substantial allocation indicates a primary focus on this single stock. The number of shares held decreased slightly by 1.49% compared to the previous period.

Another major component is HILTON GRAND VACATIONS INC (HGV), representing 11.73% of the portfolio. This stock also saw a reduction in holdings, with a 7.16% decrease in shares during the prior period.

CAPITAL ONE FINL CORP (COF) is the third largest holding, making up 6.01% of the portfolio. The position experienced a minor reduction, with shares down by 1.47%.

The final significant holding is LATHAM GROUP INC (SWIM), comprising 0.29% of the portfolio. This position also showed a slight decrease in shares (-1.47%) over the prior period.

For a more comprehensive view of Clifford Sosin's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/clifford-sosin-cas-investment-partners. Detailed information on each stock, including CARVANA CO (https://www.insiderset.com/investors/stocks/CVNA), HILTON GRAND VACATIONS INC (https://www.insiderset.com/investors/stocks/HGV), CAPITAL ONE FINL CORP (https://www.insiderset.com/investors/stocks/COF), and LATHAM GROUP INC (https://www.insiderset.com/investors/stocks/SWIM), is available on Insiderset.