Cliff Sosin
CAS Investment Partners
Cliff Sosin is the founder and manager of CAS Investment Partners, a firm known for its strategic investments across various sectors. The firm has demonstrated a notable trading approach characterized by significant position reductions and increases, particularly in companies like Carvana Co (CVNA) and Capital One Financial Corporation (COF). Between August 14, 2024, and May 15, 2026, CAS Investment Partners executed 38 disclosures, with a focus on the consumer cyclical and financial services sectors, reflecting a dynamic investment strategy.
Latest Trades
| Company | Value | Action | Change | Price | Last Price |
|---|---|---|---|---|---|
| $1B4.5M shares | TrimQ1 2026 13F | $518M | $74.20 | $64.59 | |
| $105M575.5k shares | TrimQ1 2026 13F | $37M | $194.62 | $208.89 | |
| $205M5.2M shares | TrimQ1 2026 13F | $33M | $39.12 | $50.66 | |
| $5M928.5k shares | TrimQ1 2026 13F | $998k | $6.37 | $6.06 | |
| $5M5.2M shares | TrimQ1 2026 13F | $520k | $8.57 | $3.91 |