Investor portfolio

CAS Investment Partners

Name: CAS Investment Partners 13F portfolio
Creator: FolioFact

ValueActivist

CAS Investment Partners is Clifford Sosin's concentrated, long-term investment firm.

Linked investors: Clifford Sosin

US 13F portfolio

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	CVNA	+397%	78.85%	22,559,570	$1,484,870,897
≡	HGV	−1%	14.48%	5,206,856	$272,683,049
≡	META	Newly reported	4.08%	136,246	$76,746,009
≡	VAC	Newly reported	2.16%	400,000	$40,752,000
≡	SWIM	−1%	0.32%	922,639	$5,969,474
≡	CDLX	−91%	0.11%	470,986	$2,114,727
≡	COF	SOLD	—	—	—

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.