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.

History Trades

CompanyValueActionChangePriceLast Price
Carvana Co.CVNA$101.0MAddQ4 2025 13F$101M$74.35$64.59
Cardlytics, Inc.CDLX$-6.7MTrimQ4 2025 13F$7M$15.45$3.91
Hilton Grand Vacations Inc.HGV$2.0MAddQ4 2025 13F$2M$42.48$50.66
Latham Group, Inc.SWIM$-1.6MTrimQ4 2025 13F$2M$6.99$6.06
Capital One Financial CorporationCOF$102.9KAddQ4 2025 13F$103k$231.43$208.89
Carvana Co.CVNA$186.0MAddQ3 2025 13F$186M$71.52$64.59
Capital One Financial CorporationCOF$-7.9MTrimQ3 2025 13F$8M$221.53$208.89
Latham Group, Inc.SWIM$7.6MOtherQ3 2025 13F$8M$7.36$6.06
Cardlytics, Inc.CDLX$3.4MAddQ3 2025 13F$3M$24.30$3.91
Hilton Grand Vacations Inc.HGV$914.7KAddQ3 2025 13F$915k$41.81$50.66
Carvana Co.CVNA$470.0MAddQ2 2025 13F$470M$54.63$64.59
Capital One Financial CorporationCOF$22.2MAddQ2 2025 13F$22M$186.48$208.89
Hilton Grand Vacations Inc.HGV$21.2MAddQ2 2025 13F$21M--$50.66
Cardlytics, Inc.CDLX$-982.4KTrimQ2 2025 13F$982k--$3.91
Carvana Co.CVNA$-108.4MTrimQ1 2025 13F$108M$44.25$64.59
Hilton Grand Vacations Inc.HGV$-39.0MTrimQ1 2025 13F$39M--$50.66
Capital One Financial CorporationCOF$-16.6MTrimQ1 2025 13F$17M$175.95$208.89
Cardlytics, Inc.CDLX$-13.4MTrimQ1 2025 13F$13M--$3.91
Carvana Co.CVNA$173.4MAddQ4 2024 13F$173M$44.93$64.59
Capital One Financial CorporationCOF$22.3MAddQ4 2024 13F$22M$173.11$208.89
Hilton Grand Vacations Inc.HGV$21.8MAddQ4 2024 13F$22M--$50.66
World Acceptance CorporationWRLD$-11.0MExitQ4 2024 13F$11M$116.70$187.89
Cardlytics, Inc.CDLX$3.1MAddQ4 2024 13F$3M--$3.91
Carvana Co.CVNA$283.0MAddQ3 2024 13F$283M$28.72$64.59
Cardlytics, Inc.CDLX$-32.5MTrimQ3 2024 13F$33M--$3.91
Hilton Grand Vacations Inc.HGV$-29.5MTrimQ3 2024 13F$30M--$50.66
Capital One Financial CorporationCOF$26.5MAddQ3 2024 13F$27M$149.73$208.89
World Acceptance CorporationWRLD$-20.1MTrimQ3 2024 13F$20M$120.38$187.89