Clifford Sosin · Cas Investment Partners, LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 5 |
| Portfolio value: | $2.3B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CVNA · Carvana Co. | 83.25 | Reduce 5.72% | 4,610,200 | $422.02 | $1,945,596,604 | $77.94 | -81.53% | $53.44 | $97.38 |
| HGV · Hilton Grand Vacations Inc. | 10.18 | Exited | 5,317,380 | $44.75 | $237,952,755 | $48.67 | +8.76% | $36.79 | $52.08 |
| COF · Capital One Financial | 6.06 | Reduce 12.22% | 584,125 | $242.36 | $141,568,535 | $189.48 | -21.82% | $174.98 | $259.64 |
| SWIM · Latham Group Inc. | 0.26 | Reduce 5.76% | 942,397 | $6.35 | $5,984,221 | $5.50 | -13.39% | $5.04 | $8.97 |
| CDLX · Cardlytics Inc. | 0.26 | Exited | 5,198,067 | $1.15 | $5,977,777 | $0.64 | -44.35% | $0.57 | $3.28 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
4 sectors represented
Whales with similar holdings to Clifford Sosin
Ranked by number of overlapping positions in current portfolios
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