Cliff Sosin Portfolio Holdings by Sector
Cas Investment Partners, LLC
- $1.54 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$1.19 Million
77.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
HGV 1 stocks |
$213,859
13.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF 1 stocks |
$127,176
8.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CDLX 1 stocks |
$10,217
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|