Cliff Sosin
CAS Investment Partners
Cliff Sosin (CAS Investment Partners) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Cliff Sosin (CAS Investment Partners) portfolio page tracks CAS Investment Partners holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies CAS Investment Partners owns and how disclosed positions change over time. Cliff Sosin (CAS Investment Partners)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Carvana Co (CVNA), Capital One Financial Corporation Common Stock (COF), Hilton Grand Vacations Inc. (HGV), Latham Group, Inc. (SWIM), and Cardlytics, Inc. (CDLX). Investors use CAS Investment Partners 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.
Biggest Wins
| Position | Reported Price | Current Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $1.05 | $5.20 | +$22M | +395.2% | $27M | |
| $39.12 | $54.67 | +$81M | +39.7% | $286M | |
| $182.43 | $204.00 | +$12M | +11.8% | $117M | |
| $5.37 | $5.58 | +$195k | +3.91% | $5.2M |