Clifford Sosin - CAS Investment Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $1.54B |
Portfolio Overview
Comprehensive analysis of Clifford Sosin's investment portfolio
4
Total Holdings
$1.5B
Portfolio Value
Mar 31, 2025
Latest Filing
77.2%
Largest Position
Top Holdings
1
CVNA
CARVANA CO
$1.2B
77.2%
↓-0.1%
2
HGV
HILTON GRAND VACATIONS INC
$213.9M
13.9%
↓-0.1%
3
COF
CAPITAL ONE FINL CORP
$127.2M
8.3%
↓-0.1%
4
CDLX
CARDLYTICS INC
$10.2M
0.7%
↓-0.1%
Recent Activity
COF
Capital One Financial Corporati
-709,295
Jun 30, 2025
CDLX
Cardlytics, Inc. Common Stock
-5,613,922
Jun 30, 2025
CVNA
Carvana Co.
-5,685,029
Jun 30, 2025