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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Filing period

Updated 2026-05-07 from SEC 13F data.

Live quotes available for 5 of 5 rows. Rows without a quote are marked unavailable.


1	CVNA	CARVANA CO	82.26%	Reduce -0.7%	4,889,674	$1.84B	$377.24
2	HGV	HILTON GRAND VACATIONS INC	10.52%	Reduce -0.3%	5,643,776	$235.97M	$41.81
3	COF	CAPITAL ONE FINL CORP	6.31%	Reduce -5.2%	665,470	$141.47M	$212.58
4	CDLX	CARDLYTICS INC	0.56%	Reduce -7.4%	5,198,067	$12.63M	$2.43
5	SWIM	LATHAM GROUP INC	0.34%	New	1,000,000	$7.61M	$7.61