Clifford Sosin - CAS Investment Partners
Portfolio
$1.88 B
Positionen
6
Stichtag
2026-06-30
Quartal
Q2 2026
| CARVANA CO CL A | 78.85% | Add 396.77% |
| HILTON GRAND VACATIONS | 14.48% | Reduce 0.63% |
| METAMETA PLATFORMS INC | 4.08% | Buy |
| MARRIOTT VACATIONS WORLDWIDE CORP. | 2.16% | Buy |
| SWIMLATHAM GROUP | 0.32% | Reduce 0.64% |
| CARDLYTICS, INC. | 0.11% | Reduce 90.94% |
6 Einträge