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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 3 of 5 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 36.93% | - | 2,056,159 | $121.5M | $59.09 | No quote |
| 2 | WRLD | WORLD ACCEP CORP DEL | 22.35% | Add +6.7% | 643,000 | $73.53M | No quote | No quote |
| 3 | HLF | HERBALIFE NUTRITION LTD | 18.74% | - | 1,130,482 | $61.67M | $54.55 | No quote |
| 4 | CACC | CREDIT ACCEP CORP MICH | 14.38% | - | 108,000 | $47.31M | $438.07 | No quote |
| 5 | CMPR | CIMPRESS N V | 7.60% | - | 183,085 | $25.01M | No quote | No quote |