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CAS Investment Partners

by Clifford Sosin, founder since 2012 hedge fund

Legal name
CAS Investment Partners, LLC
On record since?
Q4 2017
Filings read
35
Style
Value
Website
casinvestmentpartners.com
View more
CIK
0001697591
Read since
Aug 22, 2026

Q2 2026 · filed Aug 14, 2026 · $1.9B US stock · 6 positions · Very concentrated · Low turnover · Top: CVNA 78.8% · HGV 14.5% · META 4.1%

Read the filing →

Streakslongest held · 35 quarters on record

  1. CVNA Carvana Co. 78.8%34 quarters
  2. CDLX Cardlytics, Inc. 0.1%29 quarters
  3. HGV Hilton Grand Vacations Inc. 14.5%20 quarters
  4. SWIM Latham Group, Inc. 0.3%4 quarters
  5. META Meta Platforms, Inc. Class A 4.1%new

New in this book this quarter: META, VAC.

Over time35 quarters, Q4 2017 to Q2 2026

US stock$1.9B Q2 2026

Positions6 Q2 2026

Picture100.0% Q2 2026

Turnover25%/yr Q2 2026

Filings35

  1. Q2 2026 filed Aug 14, 26 $1.9B · 6 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  2. Q1 2026 filed May 15, 26 $1.7B · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  3. Q4 2025 filed Feb 17, 26 $2.3B · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  4. Q3 2025 filed Nov 14, 25 $2.2B · 5 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  5. Q2 2025 filed Aug 14, 25 $2.1B · 4 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  6. Q1 2025 filed May 15, 25 $1.5B · 4 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  7. Q4 2024 filed Feb 14, 25 $1.7B · 4 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  8. Q3 2024 filed Nov 14, 24 $1.5B · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  9. Q2 2024 filed Aug 14, 24 $1.3B · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  10. Q1 2024 filed May 15, 24 $1.1B · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  11. Q4 2023 filed Feb 14, 24 $827M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  12. Q3 2023 filed Nov 14, 23 $780M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  13. Q2 2023 filed Aug 14, 23 $657M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  14. Q1 2023 filed May 15, 23 $488M · 5 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  15. Q4 2022 filed Feb 14, 23 $419M · 6 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  16. Q3 2022 filed Nov 14, 22 $548M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  17. Q2 2022 filed Aug 15, 22 $659M · 5 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  18. Q1 2022 filed May 13, 22 $1.5B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  19. Q4 2021 filed Feb 14, 22 $1.9B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  20. Q3 2021 filed Nov 15, 21 $2.1B · 6 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  21. Q2 2021 filed Aug 13, 21 $2.4B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  22. Q1 2021 filed May 17, 21 $2.0B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  23. Q4 2020 filed Feb 5, 21 $1.8B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  24. Q3 2020 filed Nov 14, 20 $1.4B · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  25. Q2 2020 filed Aug 14, 20 $929M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  26. Q1 2020 filed May 15, 20 $455M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  27. Q4 2019 filed Feb 14, 20 $608M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  28. Q3 2019 filed Nov 14, 19 $453M · 6 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  29. Q2 2019 filed Aug 14, 19 $390M · 5 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  30. Q1 2019 filed May 15, 19 $335M · 4 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  31. Q4 2018 filed Feb 14, 19 $264M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  32. Q3 2018 filed Nov 14, 18 $329M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  33. Q2 2018 filed Aug 14, 18 $288M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  34. Q1 2018 filed May 15, 18 $229M · 5 positions  · 1 new · 3 exited full · Very concentrated 1 new · 3 exited
  35. Q4 2017 filed Feb 14, 18 $182M · 7 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People1

  • Clifford Sosin · founder · 2012–Founder and sole investment manager. Source: casinvestmentpartners.com/about-us, Form ADV 170071