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 (2018 Q1) SEC 13F filing(s) with portfolio value of $229,056,000.

What stocks does Clifford Sosin own?

In Clifford Sosin's portfolio as of 31 Mar 2018, the 5 holdings are (WRLD) WORLD ACCEPTANCE CORP (27.71%), (HLF) HERBALIFE NUTRITION LTD (24.05%), (CVNA) CARVANA CO (20.10%), (CACC) CREDIT ACCEPTANCE CORP (15.29%) and (9912349D) CIMPRESS NV (12.85%).

To see the historical data of CAS Investment Partners's portfolio holdings please click on the "2018 Q1" dropdown menu and select the date.

To see CAS Investment Partners's original 13F reports (2018 Q1), please click on the "important" button.

Portfolio value: $229M+
Period: 2018 Q1
Number of stock: 5
Update: 15 May 2018
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
20.10%
1,094,397
$22.93
741.95% $193.06
$25,094,524
buy
+20.10%
9912349D
CIMPRESS NV
12.85%
190,199
$154.70
-
$29,424,000
-29.08% (-78,002)
-5.27%
CACC
CREDIT ACCEPTANCE CORP
15.29%
105,986
$330.41
33.30% $440.44
$35,019,000
+37.67% (+29,000)
+4.18%
HLF
HERBALIFE NUTRITION LTD
24.05%
599,155
$48.74
86.48% $6.59
$29,199,820
WRLD
WORLD ACCEPTANCE CORP
27.71%
602,791
$105.30
4.12% $109.64
$63,474,000
5 of 5

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
FOGO
FOGO DE CHAO INC
1,155,836
-5.85%
HIIQ
HEALTH INSURANCE INNOVATIONS, INC
750,183
-8.17%
URI
UNITED RENTALS INC
32,300
-2.42%

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.