Clifford SosinCLIFFORD SOSIN

Cas Investment Partners, Llc

Assets Managed

$1.748B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

-25.2%(2Q avg: -10.48%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cas Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Cas Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.748B in assets, with a quarterly growth rate of -25.2% and a 2-quarter average growth rate of -10.48%. The portfolio is managed by CLIFFORD SOSIN, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CVNA Carvana Co Recent Activity Decreased -1.49%	81.68%	$1.428B 4.541M shares@ $314.39 avg price	Decreased -1.49%
HGV Hilton Grand Vacations Inc Recent Activity Decreased -1.45%	11.73%	$204.985M 5.24M shares@ $39.13 avg price	Decreased -1.45%
COF Capital One Financial Corp Recent Activity Decreased -1.46%	6.01%	$104.997M 575,548 shares@ $182.44 avg price	Decreased -1.46%
CDLX Cardlytics Inc Recent Activity	0.32%	$5.458M 5.198M shares@ $1.05 avg price
SWIM Latham Group Inc Recent Activity Decreased -1.46%	0.29%	$4.986M 928,545 shares@ $5.38 avg price	Decreased -1.46%

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