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 Q2) SEC 13F filing(s) with portfolio value of $287,738,000.

What stocks does Clifford Sosin own?

In Clifford Sosin's portfolio as of 30 Jun 2018, the 5 holdings are (CVNA) CARVANA CO (32.28%), (WRLD) WORLD ACCEPTANCE CORP (23.44%), (HLF) HERBALIFE NUTRITION LTD (21.09%), (CACC) CREDIT ACCEPTANCE CORP (13.70%) and (9912349D) CIMPRESS NV (9.49%).

To see the historical data of CAS Investment Partners's portfolio holdings please click on the "2018 Q2" dropdown menu and select the date.

To see CAS Investment Partners's original 13F reports (2018 Q2), please click on the "important" button.

Portfolio value: $287M+
Period: 2018 Q2
Number of stock: 5
Update: 14 Aug 2018
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
32.28%
2,056,159
$45.17
327.41% $193.06
$92,877,000
+2.39% (+48,091)
+0.75%
9912349D
CIMPRESS NV
9.49%
94,288
$149.10
-
$14,058,470
-3.74% (-3,663)
-0.37%
CACC
CREDIT ACCEPTANCE CORP
13.70%
108,000
$365.01
20.67% $440.44
$39,421,000
+1.90% (+2,014)
+0.26%
HLF
HERBALIFE NUTRITION LTD
21.09%
1,130,482
$53.68
87.72% $6.59
$60,684,000
WRLD
WORLD ACCEPTANCE CORP
23.44%
602,731
$111.92
2.04% $109.64
$67,458,000
-0.01% (-60)
-0.00%
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.