Cliff Sosin Portfolio Holdings
Cas Investment Partners, LLC
- $1.54 Billion
- Q1 2025
Cas Investment Partners, LLC, under direction of Cliff Sosin has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 4 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $1.19B, Hilton Grand Vacations Inc. with a value of $214M, Capital One Financial Corp with a value of $127M, and Cardlytics, Inc. with a value of $10.2M.
Examining the 13F form we can see an decrease of $177M in the current position value, from $1.72B to 1.54B.
Cas Investment Partners, LLC is based out at New York, NY
Below you can find more details about Cliff Sosin portfolio as well as his latest detailed transactions.
Cliff Sosin
Cliff Sosin is the founder and chief investment officer of CAS Investment Partners, a successful investment firm that focuses on value investing. Sosin is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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