Clifford Sosin | Cas Investment Partners, Llc

Clifford Sosin is the managing partner of Cas Investment Partners, Llc. The 13F filing for 2022 Q1 included $1.49B in managed 13F securities and a top 10 holdings concentration of 100.00%. Cas Investment Partners, Llc's largest holding is Carvana Co. with shares held of 4.16M. 10kreader has 19 13F filings available for Cas Investment Partners, Llc.

2021 Q4

2022 Q2

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Company	Ticker	Market Value	% Portfolio	Shares	Change	Chg. Shares	Quarter End Price	Current Price	Yearly High	Yearly Low	Market Cap	% Owned
Carvana Co.	CVNA	496.59M	33.24%	4.16M	25.60%	848.60K	$119.29	$37.02	$343.18	$19.45	6.57B	2.34%
Hilton Grand Vacations Inc.	HGV	401.89M	26.90%	7.73M		0	$52.01	$40.03	$56.33	$34.31	4.71B	6.57%
Cardlytics, Inc.	CDLX	297.78M	19.93%	5.42M	4.43%	229.65K	$54.98	$12.28	$97.34	$11.25	403.94M	16.47%
World Acceptance Corporation	WRLD	144.99M	9.70%	755.77K		0	$191.84	$115.21	$265.75	$98.97	723.72M	12.03%
Herbalife Nutrition Ltd.	HLF	88.28M	5.91%	2.91M	-5.06%	-155K	$30.36	$23.50	$47.86	$19.3	2.30B	2.97%
Party City Holdco Inc.	PRTY	64.63M	4.33%	18.05M	9.69%	1.59M	$3.58	$2.29	$9.21	$1.04	258.76M	15.98%

Holdings Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.