Clifford Sosin - CAS Investment Partners
CAS Investment Partners · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $1.88B
- Holdings
- 6
- Top 10
- 100.0%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
CARVANA CO CL A · CL A | 78.85% | $1.48B | 22.56M | −0.65% |
HILTON GRAND VACATIONS · COM | 14.48% | $272.68M | 5.21M | −0.63% |
META PLATFORMS INC · CL A | 4.08% | $76.75M | 136.25K | New |
MARRIOTT VACATIONS WORLDWIDE CORP. · COM | 2.16% | $40.75M | 400.00K | New |
LATHAM GROUP · COM | 0.32% | $5.97M | 922.64K | −0.64% |
CARDLYTICS, INC. COM No company page | 0.11% | $2.11M | 470.99K | −90.94% |