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Clifford Sosin

CAS Investment Partners

CAS Investment Partners Portfolio 13F

Clifford Sosin Holdings Activity

Portfolio value:
$263.55M≈ (-$65M≈)
Previous value:
$329.02M≈
# of changes:
2
New positions:
0
Reported for:
31 Dec 2018 (Q4)
Latest filing date:
14 Feb 2019
CAS Investment Partners has disclosed a total of 2 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 2 position(s).

What stocks did Clifford Sosin buy in 2018 Q4?

During 2018 Q4 Clifford Sosin has purchased 2 securities: (CVNA) Carvana Co (added shares +5.43%) and (WRLD) World Acceptance Corp (added shares +0.12%).

What did Clifford Sosin invest in during 2018 Q4?

Clifford Sosin's holdings were (CVNA) Carvana Co (26.90%), (HLF) HERBALIFE LTD (25.29%), (WRLD) World Acceptance Corp (24.98%), (CACC) Credit Acceptance Corp (15.64%) and (CMPR) CIMPRESS NV (7.18%).
In the 2018 Q4 report(s) the following changes have been made to the investments: (CVNA) Carvana Co (added shares +5.43%) and (WRLD) World Acceptance Corp (added shares +0.12%).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.