Clifford Sosin — Portfolio & Holdings
Clifford Sosin of CAS Investment Partners manages $1.88B across 6 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Clifford Sosin |
|---|---|
| Firm | CAS Investment Partners |
| Assets Under Management (13F) | $1.88B |
| Number of Positions | 6 |
| Reporting Period | Q2 2026 |
Top Holdings
Clifford Sosin's largest reported holdings: CVNA, HGV, META, VAC, SWIM, CDLX.
All 6 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana | 78.85% | $1.48B | Added 396.77% |
| 2 | HGV | Hilton Grand Vacations | 14.48% | $273M | Reduced 0.63% |
| 3 | META | Meta Platforms | 4.08% | $76.7M | New position |
| 4 | VAC | Marriott Vacations Worldwide | 2.16% | $40.8M | New position |
| 5 | SWIM | Latham Group | 0.32% | $6.0M | Reduced 0.64% |
| 6 | CDLX | Cardlytics, | 0.11% | $2.1M | Reduced 90.94% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 10:12 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 10:12 UTC. This page is informational and not investment advice.
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