Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Clifford Sosin
CAS Investment Partners, LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $1,9 Mrd.
Größte Position Carvana Co
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +1,47 %
Gesamtrendite · 3 Jahre +610,98 %
Gesamtrendite · 5 Jahre +357,75 %
6 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 CVNACarvana Co | 78,85% | $1.484.870.897 | 22.559.570 | BUY Q2 · 2026+396,8% · 18,0 Mio. Stk. | ← | $65,11 | |
N/A HGVHilton Grand Vacations Inc | 14,48% | $272.683.049 | 5.206.856 | SOLD Q2 · 2026-0,6% · 33 Tsd. Stk. | ← | $35,59 | |
 METAMeta Platforms Inc | 4,08% | $76.746.009 | 136.246 | NEW Q2 · 2026136 Tsd. Stk. | – | $665,75 | |
N/A VACMarriott Vacations Worldwide | 2,16% | $40.752.000 | 400.000 | NEW Q2 · 2026400 Tsd. Stk. | – | $103,02 | |
 SWIMLatham Group Inc | 0,32% | $5.969.474 | 922.639 | SOLD Q2 · 2026-0,6% · 6 Tsd. Stk. | ← | $6,20 | |
N/A CDLXGBPCardlytics Inc | 0,11% | $2.114.727 | 470.986 | SOLD Q2 · 2026-90,9% · 4,7 Mio. Stk. | ← | – | |
 COFCapital One Finl Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 576 Tsd. Stk. | ← | $202,43 |
