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  Cardlytics Inc. (CDLX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 519,806 0.31 $10.50 $5,457,970 SEC
2025   Q4 519,806 0.26 $11.50 $5,977,777 SEC
2025   Q3 519,806 0.56 Reduce 7.41% 0.03 $24.30 $12,631,303 SEC
2025   Q2 561,392 0.45 $16.45 $9,234,902 SEC
2025   Q1 561,392 0.66 Reduce 11.85% 0.16 $18.20 $10,217,338 SEC
2024   Q4 636,891 1.38 Reduce 0.79% 0.01 $37.10 $23,628,656 SEC
2024   Q3 641,973 1.36 Reduce 0.70% 0.03 $32.00 $20,543,146 SEC
2024   Q2 646,485 4.15 Add 1.43% 0.06 $82.10 $53,076,492 SEC
2024   Q1 637,367 8.28 Add 17.68% 1.24 $144.90 $92,354,565 SEC
2023   Q4 541,611 6.03 $92.10 $49,882,428 SEC
2023   Q3 541,611 11.46 $165.00 $89,365,914 SEC
2023   Q2 541,611 5.21 $63.20 $34,229,853 SEC
2023   Q1 541,611 3.77 $33.95 $18,387,714 SEC
2022   Q4 541,611 7.48 $57.80 $31,305,150 SEC
2022   Q3 541,611 9.29 $94.00 $50,911,000 SEC
2022   Q2 541,611 18.32 $223.10 $120,834,000 SEC
2022   Q1 541,611 19.93 Add 4.43% 0.85 $549.80 $297,778,000 SEC
2021   Q4 518,646 17.89 Add 0.72% 0.13 $660.90 $342,774,000 SEC
2021   Q3 514,959 20.60 Add 14.72% 2.64 $839.40 $432,257,000 SEC
2021   Q2 448,897 24.24 $1,269.30 $569,785,000 SEC
2021   Q1 448,897 25.16 $1,097.00 $492,440,000 SEC
2020   Q4 448,897 35.51 Add 2.22% 0.77 $1,427.70 $640,891,000 SEC
2020   Q3 439,158 21.48 Add 9.40% 1.85 $705.70 $309,914,000 SEC
2020   Q2 401,424 30.25 Add 1.59% 0.47 $699.80 $280,917,000 SEC
2020   Q1 395,151 30.38 Add 40.04% 8.69 $349.60 $138,145,000 SEC
2019   Q4 282,171 29.17 Add 21.66% 5.19 $628.60 $177,373,000 SEC
2019   Q3 231,941 17.17 Add 7.28% 1.17 $335.20 $77,747,000 SEC
2019   Q2 216,202 14.39 Buy 14.39 $259.80 $56,169,000 SEC