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 (2019 Q2) SEC 13F filing(s) with portfolio value of $390,296,000.

What stocks does Clifford Sosin own?

In Clifford Sosin's portfolio as of 30 Jun 2019, the 5 holdings are (CVNA) CARVANA CO (40.66%), (WRLD) WORLD ACCEPTANCE CORP (24.45%), (CDLX) CARDLYTICS INC (14.39%), (HLF) HERBALIFE NUTRITION LTD (12.39%) and (CACC) CREDIT ACCEPTANCE CORP (8.12%).

To see the historical data of CAS Investment Partners's portfolio holdings please click on the "2019 Q2" dropdown menu and select the date.

To see CAS Investment Partners's original 13F reports (2019 Q2), please click on the "important" button.

Portfolio value: $390M+
Period: 2019 Q2
Number of stock: 5
Update: 14 Aug 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CDLX
CARDLYTICS INC
14.39%
2,162,020
$25.98
87.95% $3.13
$56,169,000
buy
+14.39%
CVNA
CARVANA CO
40.66%
2,535,331
$62.59
208.45% $193.06
$158,686,000
+0.40% (+10,000)
+0.16%
CACC
CREDIT ACCEPTANCE CORP
8.12%
65,468
$483.82
8.97% $440.44
$31,675,000
-39.38% (-42,532)
-5.27%
HLF
HERBALIFE NUTRITION LTD
12.39%
1,130,482
$42.76
84.59% $6.59
$48,339,000
WRLD
WORLD ACCEPTANCE CORP
24.45%
581,479
$164.11
33.19% $109.64
$95,427,000
-14.17% (-96,000)
-4.04%
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.