Cas Investment Partners, LLC, under direction of Cliff Sosin has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $827 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $361M, Hilton Grand Vacations Inc. with a value of $272M, World Acceptance Corp with a value of $73.4M, Capital One Financial Corp with a value of $69.9M, and Cardlytics, Inc. with a value of $49.9M.

Examining the 13F form we can see an increase of $46.7M in the current position value, from $780M to 827M.

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.

Portfolio value $827 Million
Consumer Cyclical: $633 Million
Financial Services: $143 Million
Communication Services: $49.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Cliff Sosin

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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  • Portfolio
  • No. of Stocks 5
  • Current Value $827 Million
  • Prior Value $780 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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