What did Clifford Sosin buy in Q2 2026?

Clifford Sosin disclosed no new buys in the Q2 2026 13F.

What did Clifford Sosin sell in Q2 2026?

Clifford Sosin exited 5 positions (CVNA, HGV, COF, CDLX, SWIM) and trimmed 0.

What Clifford Sosin bought and sold in Q2 2026

In Q2 2026, Clifford Sosin (CAS Investment Partners) exited 5 (CVNA, HGV, COF).

0New0Added0Trimmed5Exited

Share𝕏 in

Exited (5)

CVNACarvana COwas 81.7% of book
HGVHilton Grand Vacations Incwas 11.7% of book
COFCapital One Financial Corpwas 6.0% of book
CDLXCardlytics Incwas 0.3% of book
SWIMLatham Group Incwas 0.3% 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.