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 6 rows. Rows without a quote are marked unavailable.
| 1 | HGV | HILTON GRAND VACATIONS INC | 41.86% | - | 7,727,165 | $276.09M | $35.73 | |
| 2 | CVNA | CARVANA CO | 23.04% | Add +61.6% | 6,727,803 | $151.91M | $22.58 | |
| 3 | CDLX | CARDLYTICS INC | 18.32% | - | 5,416,116 | $120.83M | $22.31 | |
| 4 | WRLD | WORLD ACCEP CORPORATION | 12.86% | - | 755,768 | $84.83M | No quote | No quote |
| 5 | PRTYQ | PARTY CITY HOLDCO INC | 3.91% | Add +8.3% | 19,557,248 | $25.82M | No quote | No quote |
| 6 | HLF | HERBALIFE NUTRITION LTD | - | Sold | 0 | $0 | No quote | No quote |