CAS Investment Partners, LLC
Clifford Sosin · As of Q2 2026 · filed Aug 14, 2026
| CVNA CARVANA CO | 78.9% | Added +396.8% | 22,559,570 | $1.48B |
| HGV HILTON GRAND VACATIONS INC | 14.5% | Reduced −0.6% | 5,206,856 | $272.7M |
| META META PLATFORMS INC-CLASS A | 4.1% | New | 136,246 | $76.7M |
| VAC MARRIOTT VACATIONS WORLD | 2.2% | New | 400,000 | $40.8M |
| SWIM LATHAM GROUP INC | 0.3% | Reduced −0.6% | 922,639 | $6.0M |
| CDLXEUR CARDLYTICS INC | 0.1% | Reduced −90.9% | 470,986 | $2.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| COF CAPITAL ONE FINANCIAL CORP | 575,548 | $105.0M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.