Clifford Sosin's Portfolio

CAS Investment Partners 13F holdings

What is Clifford Sosin's portfolio?

CAS Investment Partners has disclosed a total of 4 security holdings in their (2019 Q1) SEC 13F filing(s) with portfolio value of $334,686,000.

What stocks does Clifford Sosin own?

In Clifford Sosin's portfolio as of 31 Mar 2019, the 4 holdings are (CVNA) CARVANA CO (43.81%), (WRLD) WORLD ACCEPTANCE CORP (23.71%), (HLF) HERBALIFE NUTRITION LTD (17.90%) and (CACC) CREDIT ACCEPTANCE CORP (14.58%).

To see the historical data of CAS Investment Partners's portfolio holdings please click on the "2019 Q1" dropdown menu and select the date.

To see CAS Investment Partners's original 13F reports (2019 Q1), please click on the "important" button.

Portfolio value: $334M+
Period: 2019 Q1
Number of stock: 4
Update: 15 May 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
43.81%
2,525,331
$58.06
232.52% $193.06
$146,621,000
+16.49% (+357,565)
+6.20%
CACC
CREDIT ACCEPTANCE CORP
14.58%
108,000
$451.93
2.54% $440.44
$48,808,000
HLF
HERBALIFE NUTRITION LTD
17.90%
1,130,482
$52.99
87.56% $6.59
$59,904,000
WRLD
WORLD ACCEPTANCE CORP
23.71%
677,479
$117.13
6.39% $109.64
$79,353,000
+5.23% (+33,677)
+1.18%
4 of 4

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
9912349D
CIMPRESS NV
183,085
-5.66%

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.