Clifford Sosin's Portfolio

CAS Investment Partners 13F holdings

What is Clifford Sosin's portfolio?

CAS Investment Partners has disclosed a total of 5 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $1,115,930,910.

What stocks does Clifford Sosin own?

In Clifford Sosin's portfolio as of 31 Mar 2024, the 5 holdings are (CVNA) CARVANA CO (51.45%), (HGV) HILTON GRAND VACATIONS INC (27.27%), (COF) CAPITAL ONE FINANCIAL CORP (8.61%), (CDLX) CARDLYTICS INC (8.28%) and (WRLD) WORLD ACCEPTANCE CORP (4.39%).

To see the historical data of CAS Investment Partners's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see CAS Investment Partners's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $1,115M+
Period: 2024 Q1
Number of stock: 5
Update: 15 May 2024
COF
8.61%
345,209
$148.89
8.63% $136.04
$51,398,289
+20.96% (+59,808)
+1.49%
CDLX
8.28%
6,373,676
$14.49
38.03% $8.98
$92,354,565
+17.68% (+957,560)
+1.24%
CVNA
51.45%
6,530,894
$87.91
16.59% $102.49
$574,130,892
-4.35% (-296,909)
-2.34%
HGV
27.27%
3,352,263
$47.21
13.34% $40.91
$158,260,370
-4.76% (-167,574)
-1.36%
WRLD
4.39%
338,164
$144.98
11.85% $127.80
$49,027,017
-39.88% (-224,327)
-2.91%
5 of 5

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.