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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Cliff Sosin (CAS Investment Partners)
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Cliff Sosin

CAS Investment Partners
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  • Hedge Fund · CIK 0001697591
  • Consumer-Focused
  • Highly Concentrated
  • Mid-Size Fund

Cliff Sosin runs CAS Investment Partners, a hedge fund overseeing $2.34B in disclosed equity holdings (SEC CIK 0001697591). The latest portfolio (2025Q4) discloses 5 positions across 4 sectors, with the largest positions in CVNA, HGV and COF. On a mark-to-market basis the tracked portfolio has returned 179.0% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Cliff's filingsView holdings↓
Portfolio
$2.34B
Positions
5
Quarter
2025Q4
Filings tracked
8
Since filing+179.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$261M+$130M$0-$130M-$261M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$153M
Lifetime buys
$38M
Lifetime sells
$701M

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions0 names
—
Added to0 names
—
Trimmed4 names
  • CVNACARVANA CO
    −279,474
    $117.9M
  • COFCAPITAL ONE FINL CORP
    −81,345
    $19.7M
  • HGVHILTON GRAND VACATIONS INC
    −326,396
    $14.6M
  • SWIMLATHAM GROUP INC
    −57,603
    $366K
Exited0 names
—

Recent transactions

Last 20 moves
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed COF
CAPITAL ONE FINL CORP
−81,345
~$242.36 · 2025Q4
2026-02-17
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CVNA
CARVANA CO
−279,474
~$422.02 · 2025Q4
2026-02-17
TRIM
S
Cliff Sosin (CAS Investment Partners) trimmed SWIM
LATHAM GROUP INC
−57,603
~$6.35 · 2025Q4
2026-02-17
TRIM
H
Cliff Sosin (CAS Investment Partners) trimmed HGV
HILTON GRAND VACATIONS INC
−326,396
~$44.75 · 2025Q4
2026-02-17
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CVNA
CARVANA CO
−32,594
~$377.24 · 2025Q3
2025-11-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed COF
CAPITAL ONE FINL CORP
−36,711
~$212.58 · 2025Q3
2025-11-14
NEW
S
Cliff Sosin (CAS Investment Partners) opened a new position in SWIM
LATHAM GROUP INC
+1,000,000
~$7.61 · 2025Q3
2025-11-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CDLX
CARDLYTICS INC
−415,855
~$2.43 · 2025Q3
2025-11-14
TRIM
H
Cliff Sosin (CAS Investment Partners) trimmed HGV
HILTON GRAND VACATIONS INC
−16,027
~$41.81 · 2025Q3
2025-11-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CVNA
CARVANA CO
−762,761
~$336.96 · 2025Q2
2025-08-14
TRIM
H
Cliff Sosin (CAS Investment Partners) trimmed HGV
HILTON GRAND VACATIONS INC
−56,838
~$41.53 · 2025Q2
2025-08-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed COF
CAPITAL ONE FINL CORP
−7,114
~$212.76 · 2025Q2
2025-08-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed COF
CAPITAL ONE FINL CORP
−97,094
~$179.30 · 2025Q1
2025-05-15
TRIM
H
Cliff Sosin (CAS Investment Partners) trimmed HGV
HILTON GRAND VACATIONS INC
−775,703
~$37.41 · 2025Q1
2025-05-15
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CDLX
CARDLYTICS INC
−754,988
~$1.82 · 2025Q1
2025-05-15
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CVNA
CARVANA CO
−692,768
~$209.08 · 2025Q1
2025-05-15
SOLD
W
Cliff Sosin (CAS Investment Partners) exited WRLD
WORLD ACCEP CORPORATION
−93,299
~$117.98 · 2024Q4
2025-02-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed COF
CAPITAL ONE FINL CORP
−5,111
~$178.32 · 2024Q4
2025-02-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CDLX
CARDLYTICS INC
−50,823
~$3.71 · 2024Q4
2025-02-14
TRIM
C
Cliff Sosin (CAS Investment Partners) trimmed CVNA
CARVANA CO
−75,797
~$203.36 · 2024Q4
2025-02-14