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 4 of 6 rows. Rows without a quote are marked unavailable.
| 1 | CVNA | CARVANA CO | 40.09% | Add +0.3% | 3,314,303 | $768.22M | $231.79 | |
| 2 | HGV | HILTON GRAND VACATIONS INC | 21.01% | Add +28.8% | 7,727,165 | $402.66M | $52.11 | |
| 3 | CDLX | CARDLYTICS INC | 17.89% | Add +0.7% | 5,186,466 | $342.77M | $66.09 | |
| 4 | WRLD | WORLD ACCEP CORPORATION | 9.68% | - | 755,768 | $185.49M | No quote | No quote |
| 5 | HLF | HERBALIFE NUTRITION LTD | 6.54% | Add +2.2% | 3,062,762 | $125.36M | $40.93 | |
| 6 | PRTYQ | PARTY CITY HOLDCO INC | 4.78% | Add +2.9% | 16,456,623 | $91.66M | No quote | No quote |