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Focused investors/Clifford Sosin

Clifford Sosin - CAS Investment Partners

As of Q1 2026, Clifford Sosin reported 5 long-equity positions worth $1.75B in aggregate.

Copy-investor backtest

Latest quarter
-4.92%
1-year
+10.96%
3-year
+451.06%
3-year top 5
+451.06%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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.

1HGVHILTON GRAND VACATIONS INC46.40%-7,727,165$254.15M$32.8952w: $32.85 - $56.33; reported $32.89
2CVNACARVANA CO25.30%Add +1.5%6,827,803$138.6M$20.3052w: $3.89 - $61.90; reported $20.30
3WRLDWORLD ACCEP CORPORATION13.36%-755,768$73.17MNo quoteNo quote
4CDLXCARDLYTICS INC9.29%-5,416,116$50.91M$9.4052w: $86.80 - $972.10; reported $9.40
5PRTYQPARTY CITY HOLDCO INC5.64%-19,557,248$30.9MNo quoteNo quote