CAS投资合伙人

克利福德·索辛

报告期

Q4 2025

组合日期

31 Dec 2025

持股数

5

市值

$2.3B

前五大持仓

1
CVNA

$CVNA

Carvana Co.

83.25%

占比

2
HGV

$HGV

Hilton Grand Vacations Inc.

10.18%

占比

3
COF

$COF

Capital One Financial Corporation

6.06%

占比

4
SWIM

$SWIM

Latham Group, Inc.

0.26%

占比

5
CDLX

$CDLX

Cardlytics, Inc.

0.26%

占比

全部持仓

1
CVNA

$CVNA

83.25%

2
HGV

$HGV

10.18%

3
COF

$COF

6.06%

4
SWIM

$SWIM

0.26%

5
CDLX

$CDLX

0.26%