Clifford Sosin - CAS Investment Partners

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ CVNA - Carvana Co. Reduce 1.49% 344,545 1.24
≡ SWIM - Latham Group Inc Reduce 1.47% 13,852 0.00
≡ COF - Capital One Financial Reduce 1.47% 8,577 0.09
≡ HGV - Hilton Grand Vacations Inc. Reduce 1.46% 77,489 0.17
Q4  2025
≡ COF - Capital One Financial Reduce 12.22% 81,345 0.84
≡ HGV - Hilton Grand Vacations Inc. Reduce 5.78% 326,396 0.62
≡ SWIM - Latham Group Inc Reduce 5.76% 57,603 0.02
≡ CVNA - Carvana Co. Reduce 5.72% 1,397,370 5.05
Q3  2025
≡ SWIM - Latham Group Inc Buy 1,000,000 0.34
≡ CDLX - Cardlytics Inc. Reduce 7.41% 415,855 0.04
≡ COF - Capital One Financial Reduce 5.23% 36,711 0.35
≡ CVNA - Carvana Co. Reduce 0.66% 162,970 0.55
≡ HGV - Hilton Grand Vacations Inc. Reduce 0.28% 16,027 0.03
Q2  2025
≡ CVNA - Carvana Co. Reduce 13.42% 3,813,805 12.52
≡ COF - Capital One Financial Reduce 1.00% 7,114 0.07
≡ HGV - Hilton Grand Vacations Inc. Reduce 0.99% 56,838 0.11
Q1  2025
≡ COF - Capital One Financial Reduce 12.04% 97,094 1.13
≡ HGV - Hilton Grand Vacations Inc. Reduce 11.95% 775,703 1.88
≡ CDLX - Cardlytics Inc. Reduce 11.85% 754,988 0.09
≡ CVNA - Carvana Co. Reduce 10.86% 3,463,840 9.41
Q4  2024
≡ HGV - Hilton Grand Vacations Inc. Add 2.03% 129,333 0.29
≡ CVNA - Carvana Co. Reduce 1.17% 378,985 0.90
≡ CDLX - Cardlytics Inc. Reduce 0.79% 50,823 0.01
≡ COF - Capital One Financial Reduce 0.63% 5,111 0.05
≡ WRLD - World Acceptance Corp. Sell 100.00% 93,299 0.73
Q3  2024
≡ COF - Capital One Financial Add 18.29% 125,448 1.25
≡ WRLD - World Acceptance Corp. Reduce 62.94% 158,473 1.24
≡ HGV - Hilton Grand Vacations Inc. Reduce 1.30% 83,650 0.20
≡ CVNA - Carvana Co. Reduce 1.18% 386,500 0.89
≡ CDLX - Cardlytics Inc. Reduce 0.70% 45,126 0.01
Q2  2024
≡ CDLX - Cardlytics Inc. Add 1.43% 91,183 0.06
≡ COF - Capital One Financial Add 6.32% 40,800 0.44
≡ WRLD - World Acceptance Corp. Reduce 25.55% 86,392 0.83
Q1  2024
≡ CDLX - Cardlytics Inc. Add 17.68% 957,560 1.24
≡ COF - Capital One Financial Add 20.96% 111,792 1.49
≡ WRLD - World Acceptance Corp. Reduce 39.88% 224,327 2.91
≡ HGV - Hilton Grand Vacations Inc. Reduce 4.76% 322,259 1.36
≡ CVNA - Carvana Co. Reduce 4.35% 1,484,545 2.34
Q4  2023
≡ COF - Capital One Financial Add 52.61% 183,900 2.92
≡ WRLD - World Acceptance Corp. Reduce 24.45% 182,000 2.87
Q2  2023
≡ WRLD - World Acceptance Corp. Reduce 1.49% 11,277 0.23
≡ COF - Capital One Financial Reduce 1.48% 5,260 0.09
≡ HGV - Hilton Grand Vacations Inc. Reduce 1.46% 100,545 0.70
Q1  2023
≡ COF - Capital One Financial Add 134.64% 203,602 4.02
≡ HGV - Hilton Grand Vacations Inc. Reduce 6.77% 498,465 4.54
≡ PRTYQ-OLD - Party City Holdco Inc. Sell 100.00% 19,557,248 1.71
Q4  2022
≡ COF - Capital One Financial Buy 151,218 3.36
≡ HGV - Hilton Grand Vacations Inc. Reduce 4.65% 359,235 3.31
Q3  2022
≡ CVNA - Carvana Co. Add 1.49% 500,000 0.37
Q2  2022
≡ PRTYQ-OLD - Party City Holdco Inc. Add 8.34% 1,505,625 0.30
≡ CVNA - Carvana Co. Add 61.61% 12,824,500 8.78
≡ HLF - Herbalife Nutrition Ltd. Sell 100.00% 2,907,762 5.91
Q1  2022
≡ CDLX - Cardlytics Inc. Add 4.43% 229,650 0.85
≡ PRTYQ-OLD - Party City Holdco Inc. Add 9.69% 1,595,000 0.38
≡ CVNA - Carvana Co. Add 25.60% 4,243,000 6.78
≡ HLF - Herbalife Nutrition Ltd. Reduce 5.06% 155,000 0.32
Q4  2021
≡ CVNA - Carvana Co. Add 0.28% 46,375 0.11
≡ CDLX - Cardlytics Inc. Add 0.72% 36,875 0.13
≡ HLF - Herbalife Nutrition Ltd. Add 2.21% 66,300 0.14
≡ PRTYQ-OLD - Party City Holdco Inc. Add 2.94% 470,000 0.14
≡ HGV - Hilton Grand Vacations Inc. Add 28.79% 1,727,165 4.70
Q3  2021
≡ CDLX - Cardlytics Inc. Add 14.72% 660,619 2.64
≡ HLF - Herbalife Nutrition Ltd. Add 50.09% 1,000,000 2.02
≡ HGV - Hilton Grand Vacations Inc. Buy 6,000,000 13.60
≡ HOME - At Home Group Inc. Sell 100.00% 11,078,735 17.36
Q1  2021
≡ CVNA - Carvana Co. Add 3.12% 500,000 1.34
≡ PRTYQ-OLD - Party City Holdco Inc. Add 4.74% 723,000 0.21
≡ HOME - At Home Group Inc. Add 6.18% 645,000 0.95
≡ WRLD - World Acceptance Corp. Add 6.78% 48,000 0.32
≡ HLF - Herbalife Nutrition Ltd. Add 40.06% 571,000 1.30
Q4  2020
≡ CDLX - Cardlytics Inc. Add 2.22% 97,386 0.77
≡ PRTYQ-OLD - Party City Holdco Inc. Add 24.19% 2,973,424 1.01
≡ CVNA - Carvana Co. Reduce 11.14% 2,009,730 5.33
Q3  2020
≡ CVNA - Carvana Co. Add 6.90% 1,163,450 3.60
≡ CDLX - Cardlytics Inc. Add 9.40% 377,337 1.85
≡ PRTYQ-OLD - Party City Holdco Inc. Add 15.22% 1,623,463 0.29
Q2  2020
≡ WRLD - World Acceptance Corp. Add 0.67% 4,707 0.03
≡ CDLX - Cardlytics Inc. Add 1.59% 62,734 0.47
≡ CVNA - Carvana Co. Reduce 11.77% 2,250,000 6.51
Q1  2020
≡ WRLD - World Acceptance Corp. Add 17.57% 105,075 1.26
≡ HOME - At Home Group Inc. Add 18.36% 1,618,415 0.72
≡ HLF - Herbalife Nutrition Ltd. Add 20.38% 241,354 1.55
≡ PRTYQ-OLD - Party City Holdco Inc. Add 34.14% 2,714,805 0.27
≡ CVNA - Carvana Co. Add 37.82% 5,246,830 12.71
≡ CDLX - Cardlytics Inc. Add 40.04% 1,129,805 8.69
Q4  2019
≡ HLF - Herbalife Nutrition Ltd. Add 4.74% 53,626 0.42
≡ HOME - At Home Group Inc. Add 5.63% 470,106 0.43
≡ CVNA - Carvana Co. Add 6.53% 850,435 2.57
≡ CDLX - Cardlytics Inc. Add 21.66% 502,299 5.19
≡ WRLD - World Acceptance Corp. Add 26.05% 123,576 1.76
≡ PRTYQ-OLD - Party City Holdco Inc. Add 131.83% 4,521,921 1.74
Q3  2019
≡ CVNA - Carvana Co. Add 2.74% 347,500 1.01
≡ CDLX - Cardlytics Inc. Add 7.28% 157,391 1.17
≡ PRTYQ-OLD - Party City Holdco Inc. Buy 3,430,010 4.33
≡ HOME - At Home Group Inc. Buy 8,345,214 17.73
≡ WRLD - World Acceptance Corp. Reduce 18.41% 107,069 3.02
≡ CACC - Credit Acceptance Corp. Sell 100.00% 65,468 8.12
Q2  2019
≡ CVNA - Carvana Co. Add 0.40% 50,000 0.16
≡ CDLX - Cardlytics Inc. Buy 2,162,020 14.39
≡ CACC - Credit Acceptance Corp. Reduce 39.38% 42,532 5.28