Clifford Sosin - CAS Investment Partners
As of Q2 2026, Clifford Sosin reported 6 long-equity positions worth $1.88B in aggregate.
Copy-investor backtest
- Latest quarter
- +11.59%
- 1-year
- +8.26%
- 3-year
- +282.39%
- 5-year
- +18.74%
- 3-year vs S&P 500
- +209.15%
- 5-year vs S&P 500
- -55.35%
- 5-year top 5
- +18.74%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | New | 4.08% | 136,246 | $76.75M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| VAC | MARRIOTT VACATIONS WORLDWIDE CORP. | New | 2.16% | 400,000 | $40.75M | $101.88 | $68.33 - $105.97(89%)$70.88 -> $101.88 |