---
title: Clifford Sosin (CAS Investment Partners, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/clifford-sosin
cik: 0001697591
quarter: 2026-06-30
filed: 2026-08-14
---
# Clifford Sosin — CAS Investment Partners, LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 6 positions worth $1.9B. Against the quarter ended Mar 31, 2026: 2 bought, 0 added to, 0 unchanged, 4 reduced, 1 sold. The top five are 100% of the portfolio, the top ten 100%; 2 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| CVNA | CARVANA CO CL A | 22,559,570 | $1.5B | 78.9% | reduced (-1%) |
| HGV | HILTON GRAND VACATIONS | 5,206,856 | $272.7M | 14.5% | reduced (-1%) |
| META | META PLATFORMS INC | 136,246 | $76.7M | 4.1% | bought |
| VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | 400,000 | $40.8M | 2.2% | bought |
| SWIM | LATHAM GROUP | 922,639 | $6.0M | 0.3% | reduced (-1%) |
| CDLXEUR | CARDLYTICS, INC. | 470,986 | $2.1M | 0.1% | reduced (-91%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| COF | CAPITAL ONE FINL CORP | 0 | 575,548 | sold | −$105.0M | $0 |
| META | META PLATFORMS INC | 136,246 | 0 | bought | +$76.7M | $76.7M |
| VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | 400,000 | 0 | bought | +$40.8M | $40.8M |
| CDLXEUR | CARDLYTICS, INC. | 470,986 | 5,198,067 | reduced (-91%) | −$21.2M | $2.1M |
| CVNA | CARVANA CO CL A | 22,559,570 | 22,706,455 | reduced (-1%) | −$9.7M | $1.5B |
| HGV | HILTON GRAND VACATIONS | 5,206,856 | 5,239,891 | reduced (-1%) | −$1.7M | $272.7M |
| SWIM | LATHAM GROUP | 922,639 | 928,545 | reduced (-1%) | −$38,211.8 | $6.0M |

---

Source: https://sweetvaluelab.com/investors/clifford-sosin (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.