Clifford Sosin – CAS Investment Partners Portfolio | DataHeimdall

Clifford Sosin

CAS Investment Partners·CIK 1697591

6

Positions

$608.0M

Portfolio Value

33

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2019

CVNA

CDLX

HLF

WRLD

HOME

PRTYQ

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022

#	Ticker	Company	Weight	Shares	Value	Change
1	CDLX	CARDLYTICS INC	29.17%	2,821,710	$177,373,000	▲ +12%
2	CVNA	CARVANA CO	42.01%	2,774,918	$255,431,000