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.
Get email alerts when Clifford Sosin files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 3 of 6 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 46.33% | Add +37.8% | 3,824,284 | $210.68M | $55.09 | |
| 2 | CDLX | CARDLYTICS INC | 30.38% | Add +40.0% | 3,951,515 | $138.15M | $34.96 | |
| 3 | HLF | HERBALIFE NUTRITION LTD | 9.14% | Add +20.4% | 1,425,462 | $41.57M | $29.16 | |
| 4 | WRLD | WORLD ACCEP CORP DEL | 8.44% | Add +17.6% | 703,061 | $38.39M | No quote | No quote |
| 5 | HOME | AT HOME GROUP INC | 4.63% | Add +18.4% | 10,433,735 | $21.08M | No quote | No quote |
| 6 | PRTYQ | PARTY CITY HOLDCO INC | 1.08% | Add +34.1% | 10,666,736 | $4.89M | No quote | No quote |