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Clifford Sosin

CAS Investment Partners

CAS Investment Partners Portfolio 13F

Clifford Sosin Holdings Activity

Portfolio value:
$2.35B≈ (+$394M≈)
Previous value:
$1.96B≈
# of changes:
0
New positions:
0
Reported for:
30 Jun 2021 (Q2)
Latest filing date:
13 Aug 2021
CAS Investment Partners has not disclosed any changes to the portfolio in the (2021 Q2) SEC report(s).

What stocks did Clifford Sosin buy in 2021 Q2?

During 2021 Q2 Clifford Sosin has not purchased any securities.

What did Clifford Sosin invest in during 2021 Q2?

Clifford Sosin's top 5 holdings (by % of portfolio) were (CVNA) Carvana Co (42.43%), (CDLX) Cardlytics Inc (24.24%), (HOME) At Home Group Inc (17.36%), (PRTYQ) PARTY CITY HOLDCO INC (6.34%) and (WRLD) World Acceptance Corp (5.15%).
In the 2021 Q2 report(s) no changes have been made to any of these investments.
No results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*

No changed positions

* 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.