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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 4 of 6 rows. Rows without a quote are marked unavailable.

1HGVHILTON GRAND VACATIONS INC67.82%Reduce -4.7%7,367,930$283.96M$38.5452w: $32.12 - $55.23; reported $38.54
2WRLDWORLD ACCEP CORPORATION11.90%-755,768$49.84MNo quoteNo quote
3CVNACARVANA CO7.73%-6,827,803$32.36M$4.7452w: $0.71 - $48.12; reported $4.74
4CDLXCARDLYTICS INC7.48%-5,416,116$31.31M$5.7852w: $35.00 - $734.10; reported $5.78
5COFCAPITAL ONE FINL CORP3.36%New151,218$14.06M$92.9652w: $86.98 - $162.40; reported $92.96
6PRTYQPARTY CITY HOLDCO INC1.71%-19,557,248$7.15MNo quoteNo quote