Clifford Sosin - CAS Investment Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    5
Portfolio value:    $1,748,117,080
Holdings Activity Buys Sells    History
Holding/activity history for  Capital One Financial (COF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 575,548 6.01 Reduce 1.47% 0.09 $182.43 $104,997,222 SEC
2025   Q4 584,125 6.06 Reduce 12.22% 0.77 $242.36 $141,568,535 SEC
2025   Q3 665,470 6.31 Reduce 5.23% 0.38 $212.58 $141,465,613 SEC
2025   Q2 702,181 7.28 Reduce 1.00% 0.08 $212.76 $149,396,030 SEC
2025   Q1 709,295 8.26 Reduce 12.04% 1.01 $179.30 $127,176,593 SEC
2024   Q4 806,389 8.37 Reduce 0.63% 0.05 $178.32 $143,795,286 SEC
2024   Q3 811,500 8.06 Add 18.29% 1.25 $149.73 $121,505,895 SEC
2024   Q2 686,052 7.42 Add 6.32% 0.44 $138.45 $94,983,899 SEC
2024   Q1 645,252 8.61 Add 20.96% 1.49 $148.89 $96,071,570 SEC
2023   Q4 533,460 8.46 Add 52.61% 2.92 $131.12 $69,947,275 SEC
2023   Q3 349,560 4.35 $97.05 $33,924,798 SEC
2023   Q2 349,560 5.82 Reduce 1.48% 0.10 $109.37 $38,231,377 SEC
2023   Q1 354,820 7.00 Add 134.64% 4.02 $96.16 $34,119,491 SEC
2022   Q4 151,218 3.36 Buy 3.36 $92.96 $14,057,225 SEC