Cliff Sosin's top dividend stocks (July 2026) include Capital One Financial Corp. (COF), a major financial services provider that offers a wide range of credit, savings, and loan products to consumers and commercial clients.

Cliff Sosin serves as the founder and portfolio manager of CAS Investment Partners, an investment firm based in Connecticut. He is known for employing a concentrated investment approach that emphasizes deep fundamental research and a long-term focus on business value.

Capital One Financial Corp. (COF)

Capital One Financial Corp. is a diversified financial services holding company operating primarily through its credit card, consumer banking, and commercial banking segments. It has built a massive presence in the United States market, particularly through its widely recognized credit card offerings and digital banking platforms.

The financial services giant currently offers a dividend yield of 1.47%, supported by a trailing twelve-month dividend rate of $3.0. Within Sosin’s current holdings, the value of this position stands at $115.47M. Market analysts have set a price target of $256.0 for the stock, while a discounted cash flow analysis suggests a value of $604.75.

Here's an overview of Cliff Sosin's trades in Capital One Financial Corp.:

Latham Group Inc (SWIM)

Latham Group Inc is a leading manufacturer of residential in-ground swimming pools in North America and beyond. The company produces a variety of pool types and related components, including liners and covers, catering to the growing home improvement and leisure market.

This manufacturing firm has a current dividend yield of 0.0% and a corresponding TTM dividend rate of $0.0. The current value of the position in Cliff Sosin's portfolio is approximately $6.01M. The company is currently valued at $5.85 according to discounted cash flow models, and analysts maintain a price target of $9.5.

Here's an overview of Cliff Sosin's trades in Latham Group Inc:

Carvana Co. (CVNA)

Carvana Co. operates a leading e-commerce platform for buying and selling used vehicles, famous for its patented multi-story car vending machines. The company manages the entire automotive retail process online, from vehicle acquisition and financing to home delivery and trade-ins.

Sosin holds a substantial position in the online auto retailer, with the current portfolio value reaching $7.47B. Although the stock provides a 0.0% dividend yield and a $0.0 TTM dividend rate, analysts have established a price target of $340.0. Interestingly, the discounted cash flow calculation for the company sits at -5.15.

Here's an overview of Cliff Sosin's trades in Carvana Co.:

Cardlytics Inc (CDLX)

Cardlytics Inc provides a digital advertising platform that integrates directly with financial institution applications to offer reward programs. By analyzing secure purchase data, the firm enables retailers to provide personalized cash-back offers to bank customers, driving loyalty and measurable sales growth.

The current dividend yield for this technology services provider is 0.0%, with the TTM dividend rate also standing at $0.0. Cliff Sosin’s current stake in the company is valued at $23.34M. While the analyst price target is conservative at $1.0, the discounted cash flow value is calculated at $20.92.

Here's an overview of Cliff Sosin's trades in Cardlytics Inc:

Hilton Grand Vacations Inc (HGV)

Hilton Grand Vacations Inc is a premier timeshare company that develops, markets, and operates a collection of high-quality vacation ownership resorts. The company focuses on providing premium travel experiences and vacation flexibility to its global membership base through a points-based system.

Holding a $274.41M current value in the portfolio, this hospitality firm carries a dividend yield of 0.0% and a $0.0 TTM dividend rate. The stock is currently projected to reach an analyst price target of $52.0, which aligns closely with its discounted cash flow value of $49.4.

Here's an overview of Cliff Sosin's trades in Hilton Grand Vacations Inc: