What did Clifford Sosin buy in Q2 2026?

Clifford Sosin opened 2 new positions (META, VAC) and added to 0 existing holdings in the Q2 2026 13F.

What did Clifford Sosin sell in Q2 2026?

Clifford Sosin exited 1 position (COF) and trimmed 0.

What Clifford Sosin bought and sold in Q2 2026

In Q2 2026, Clifford Sosin (CAS Investment Partners) opened 2 new positions — including META (4.1%), VAC (2.2%), exited 1 (COF). The book stood at $1.88B across 6 positions, filed Aug 14, 2026.

2New0Added0Trimmed1Exited

Share𝕏 in

New positions (2)

METAMeta Platforms Inc-class A4.1% · $77M
VACMarriott Vacations World2.2% · $41M

Exited (1)

COFCapital One Financial Corpwas 6.0% of book

Clifford Sosin's other filings

Q3 2025 changes

Clifford Sosin's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.