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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
+51.99%
1 Year Est. Return
+2.5%
3 Year Est. Return
+526.82%
5 Year Est. Return
+243.18%
10 Year Est. Return
–
AUM
$2.05B
AUM Growth
+$512M
Cap. Flow
-$213M
Cap. Flow %
-10.36%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$209M
2
HGV icon
Hilton Grand Vacations
HGV
+$2.14M
3
COF icon
Capital One
COF
+$1.33M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 92.27%
2 Financials 7.28%
3 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVNA icon
1
Carvana
CVNA
$76.9B
$1.66B 80.82%
24,611,340
-3,813,805
-13% -$209M
HGV icon
2
Hilton Grand Vacations
HGV
$3.51B
$235M 11.45%
5,659,803
-56,838
-1% -$2.14M
COF icon
3
Capital One
COF
$134B
$149M 7.28%
702,181
-7,114
-1% -$1.33M
CDLX icon
4
Cardlytics
CDLX
$25.3M
$9.23M 0.45%
561,392
– –

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Clifford Sosin's Q2 2025 Portfolio in Review

As of Q2 2025, Clifford Sosin held 4 positions worth $2.05B, up 33% from $1.54B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Clifford Sosin withdrew a net $213M in Q2 2025, reducing 3 holdings. Its largest reduction was Carvana, cutting an estimated $209M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 92% of assets, up from 91% a quarter earlier, followed by Financials and Communication Services.

  • Clifford Sosin's biggest Q2 2025 reduction was Carvana, cutting an estimated $209M.
  • Clifford Sosin's ten largest holdings make up 100% of its $2.05B portfolio in Q2 2025.
  • Clifford Sosin opened 0 new positions and closed 0 in Q2 2025.
  • Clifford Sosin's portfolio value rose 33% quarter-over-quarter to $2.05B.

Based on CAS Investment Partners's 13F filing for Q2 2025, filed 14 Aug 2025.