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Focused investors/Clifford Sosin

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.

1CVNACARVANA CO43.81%Add +16.5%2,525,331$146.62M$58.06No quote
2WRLDWORLD ACCEP CORP DEL23.71%Add +5.2%677,479$79.35MNo quoteNo quote
3HLFHERBALIFE NUTRITION LTD17.90%-1,130,482$59.9M$52.99No quote
4CACCCREDIT ACCEP CORP MICH14.58%-108,000$48.81M$451.93No quote
5CMPRCIMPRESS N V-Sold0$0No quoteNo quote