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CS

Clifford Sosin CAS Investment Partners

AUM $1.88B
1-Year Est. Return 2.5%
 

Clifford Sosin is the founder of CAS Investment Partners, known for an extremely concentrated portfolio and multi-year holding periods. The firm’s approach prioritizes a small number of businesses where it believes it has deep insight rather than broad diversification. CAS filings are frequently studied by investors interested in high-conviction, low-turnover equity management.

This Fund
S&P 500
This Quarter Est. Return
+15.57%
1 Year Est. Return
+2.5%
3 Year Est. Return
+526.82%
5 Year Est. Return
+243.18%
10 Year Est. Return
–
AUM
$1.72B
AUM Growth
+$209M
Cap. Flow
-$24M
Cap. Flow %
-1.4%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
HGV icon
Hilton Grand Vacations
HGV
+$5.1M

Top Sells

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$17M
2
WRLD icon
World Acceptance Corp
WRLD
+$11M
3
COF icon
Capital One
COF
+$885K
4
CDLX icon
Cardlytics
CDLX
+$194K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 90.25%
2 Financials 8.37%
3 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
1
Carvana
CVNA
$76.9B
$1.3B 75.53%
31,888,985
-378,985
-1% -$17M
HGV icon
2
Hilton Grand Vacations
HGV
$3.51B
$253M 14.73%
6,492,344
+129,333
+2% +$5.1M
COF icon
3
Capital One
COF
$134B
$144M 8.37%
806,389
-5,111
-0.6% -$885K
CDLX icon
4
Cardlytics
CDLX
$25.3M
$23.6M 1.38%
636,891
-5,082
-0.8% -$194K
WRLD icon
5
World Acceptance Corp
WRLD
$878M
– –
-93,299
Closed -$11M

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Clifford Sosin's Q4 2024 Portfolio in Review

As of Q4 2024, Clifford Sosin held 5 positions worth $1.72B, up 14% from $1.51B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Clifford Sosin's Q4 2024 filing shows 1 increased, 3 reduced and 1 closed positions. The largest sale was Carvana, an estimated $17M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 90% of assets, up from 90% a quarter earlier, followed by Financials and Communication Services.

  • Clifford Sosin added most to Hilton Grand Vacations in Q4 2024, an estimated $5.1M increase.
  • Clifford Sosin's biggest Q4 2024 reduction was Carvana, cutting an estimated $17M.
  • Clifford Sosin fully exited World Acceptance Corp in Q4 2024, selling an estimated $11M.
  • Clifford Sosin's ten largest holdings make up 100% of its $1.72B portfolio in Q4 2024.
  • Clifford Sosin opened 0 new positions and closed 1 in Q4 2024.
  • Clifford Sosin's portfolio value rose 14% quarter-over-quarter to $1.72B.

Based on CAS Investment Partners's 13F filing for Q4 2024, filed 14 Feb 2025.