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Clifford Sosin’s Marriott Vacations Worldwide VAC Stock Holding History

Clifford Sosin’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.8M Buy
+400,000
New +$32M 2.16% 4

Other funds holding VAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clifford Sosin's VAC Position: Q2 2026 in Review

Clifford Sosin opened a new position in Marriott Vacations Worldwide (VAC) in Q2 2026: 400,000 shares worth $40.8M. The stake represents 2.16% of the portfolio and ranks #4 among its holdings.

370 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Clifford Sosin held 400,000 shares of Marriott Vacations Worldwide worth $40.8M as of Q2 2026.
  • Marriott Vacations Worldwide was a new Clifford Sosin position in Q2 2026.
  • Marriott Vacations Worldwide made up 2.16% of Clifford Sosin's portfolio in Q2 2026, its #4 holding.
  • 370 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on CAS Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.