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 7 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 37.97% | Add +2.7% | 2,604,831 | $171.92M | $66.00 | No quote |
| 2 | HOME | AT HOME GROUP INC | 17.73% | New | 8,345,214 | $80.28M | No quote | No quote |
| 3 | CDLX | CARDLYTICS INC | 17.17% | Add +7.3% | 2,319,411 | $77.75M | $33.52 | No quote |
| 4 | WRLD | WORLD ACCEP CORP DEL | 13.36% | Reduce -18.4% | 474,410 | $60.49M | No quote | No quote |
| 5 | HLF | HERBALIFE NUTRITION LTD | 9.45% | - | 1,130,482 | $42.8M | $37.86 | No quote |
| 6 | PRTYQ | PARTY CITY HOLDCO INC | 4.33% | New | 3,430,010 | $19.59M | No quote | No quote |
| 7 | CACC | CREDIT ACCEP CORP MICH | - | Sold | 0 | $0 | No quote | No quote |