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Clifford A. Sosin 13F portfolio summary

Clifford A. Sosin of CAS INVESTMENT PARTNERS, LLC has 5 current stock holdings with a reported portfolio value of $1.75B. The portfolio 1 year return is +39.24%. Top holdings include CVNA (81.67%), HGV (11.73%), COF (6.01%), CDLX (0.31%), SWIM (0.29%).

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Clifford A. Sosin

CAS INVESTMENT PARTNERS, LLC
Latest filing: 2026-03-31

Clifford A. Sosin runs CAS INVESTMENT PARTNERS, LLC and currently holds 5 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $1.75B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Clifford A. Sosin ranks #6 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is CDLX (CARDLYTICS INC) with returns of -8.70% from their average buy price, held for approximately 28.0 quarters. Over the past year, Clifford A. Sosin's portfolio at CAS INVESTMENT PARTNERS, LLC has delivered returns of +39.24%. Their 3-year annualized return is +429.46%. Looking at the 5-year horizon, Clifford A. Sosin has achieved +23.71% annualized returns at CAS INVESTMENT PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+39.24%
#17/75
3 Year
+429.46%
#3/75
5 Year
+23.71%
#63/75

Portfolio Value

$1.75B

Alpha Score

143.8

#6 of 75

Holdings

5

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change