Cliff Sosin Portfolio Holdings by Sector
Cas Investment Partners, LLC
- $1.28 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$840,656
65.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
HGV 1 stocks |
$260,638
20.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF WRLD 2 stocks |
$126,096
9.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CDLX 1 stocks |
$53,076
4.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|