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Clifford Sosin — 13F History

CAS Investment Partners, LLCCIK 0001697591Form 13F-HR on EDGAR
Portfolio value$1.9B
Positions6
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q4 2017: what Clifford Sosin bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

35 filings · newest first
Q2 2026$1.9B · 6 stocks · filed Aug 14, 2026
2 bought0 added4 reduced1 sold
sold COFbought METAbought VACreduced −91% CDLXEURreduced −1% CVNAreduced −1% HGV
Q1 2026$1.7B · 5 stocks · filed May 15, 2026
0 bought0 added4 reduced0 sold
reduced −1% CVNAreduced −1% HGVreduced −1% COFreduced −1% SWIM
Q4 2025$2.3B · 5 stocks · filed Feb 17, 2026
0 bought0 added4 reduced0 sold
reduced −6% CVNAreduced −12% COFreduced −6% HGVreduced −6% SWIM
Q3 2025$2.2B · 5 stocks · filed Nov 14, 2025
1 bought0 added4 reduced0 sold
reduced −1% CVNAreduced −5% COFbought SWIMreduced −7% CDLXEURreduced HGV
Q2 2025$2.1B · 4 stocks · filed Aug 14, 2025
0 bought0 added3 reduced0 sold
Q1 2025$1.5B · 4 stocks · filed May 15, 2025
0 bought0 added4 reduced0 sold
reduced −11% CVNAreduced −12% HGVreduced −12% COFreduced −12% CDLXEUR
Q4 2024$1.7B · 4 stocks · filed Feb 14, 2025
0 bought1 added3 reduced1 sold
reduced −1% CVNAsold WRLDadded +2% HGVreduced −1% COFreduced −1% CDLXEUR
Q3 2024$1.5B · 5 stocks · filed Nov 14, 2024
0 bought1 added4 reduced0 sold
added +18% COFreduced −63% WRLDreduced −1% CVNAreduced −1% HGVreduced −1% CDLXEUR
Q2 2024$1.3B · 5 stocks · filed Aug 14, 2024
0 bought2 added1 reduced0 sold
reduced −26% WRLDadded +6% COFadded +1% CDLXEUR
Q1 2024$1.1B · 5 stocks · filed May 15, 2024
0 bought2 added3 reduced0 sold
reduced −40% WRLDreduced −4% CVNAadded +21% COFreduced −5% HGVadded +18% CDLXEUR
Q4 2023$826.7M · 5 stocks · filed Feb 14, 2024
0 bought1 added1 reduced0 sold
added +53% COFreduced −24% WRLD
Q3 2023$780.0M · 5 stocks · filed Nov 14, 2023
0 bought0 added0 reduced0 sold
no changes

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.