CAS Investment Partners
Long Only- Manager
- Clifford Sosin
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $1.88B
- Positions
- 6
- CIK
- 0001697591
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Carvana Co CL ACVNAHISTORY | 78.85% | +396.8% | $1.48B | 22,559,570 | +18,018,279 | 4.20% | 13F13G (older) |
| 2 | Hilton Grand VacationsHGVHISTORY | 14.48% | (0.6%) | $0.27B | 5,206,856 | (33,035) | 6.50% | 13F+13D |
| 3 | Meta Platforms IncMETAHISTORY | 4.08% | NEW | $0.08B | 136,246 | +136,246 | 0.01% | 13F |
| 4 | Marriott Vacations Worldwide Corp.VACHISTORY | 2.16% | NEW | $0.04B | 400,000 | +400,000 | 1.16% | 13F |
| 5 | Latham GroupSWIMHISTORY | 0.32% | (0.6%) | $0.01B | 922,639 | (5,906) | 0.78% | 13F |
| 6 | Cardlytics, Inc.CDLXHISTORY | 0.11% | (90.9%) | $<0.01B | 470,986 | (4,727,081) | 9.80% | 13F13D (older) |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology