Cliff Sosin Portfolio Holdings by Sector

Cas Investment Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$1.84 Million 82.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$235,966 10.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$141,465 6.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CDLX 1 stocks	$12,631 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials SWIM 1 stocks	$7,610 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts

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