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.

2022 Q1

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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
Hilton Grand Vacations Inc.	HGV	276.09M	41.86%	7.73M		0	$35.73	$40.03	$56.33	$34.31	4.71B	6.57%
Carvana Co.	CVNA	151.91M	23.04%	6.73M	61.61%	2.56M	$22.58	$37.02	$343.18	$19.45	6.57B	3.79%
Cardlytics, Inc.	CDLX	120.83M	18.32%	5.42M		0	$22.31	$12.28	$97.34	$11.25	403.94M	16.47%
World Acceptance Corporation	WRLD	84.83M	12.86%	755.77K		0	$112.24	$115.21	$265.75	$98.97	723.72M	12.03%
Party City Holdco Inc.	PRTY	25.82M	3.91%	19.56M	8.34%	1.51M	$1.32	$2.29	$9.21	$1.04	258.76M	17.31%
Herbalife Nutrition Ltd.	HLF		0.00%	0	Sold All	-2.91M		$23.50	$47.86	$19.3	2.30B

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.