Cliff Sosin Portfolio Holdings by Sector
Cas Investment Partners, LLC
- $1.51 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$1.12 Million
74.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
HGV 1 stocks |
$231,168
15.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF WRLD 2 stocks |
$132,512
8.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CDLX 1 stocks |
$20,543
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|