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Clifford Sosin

CAS Investment Partners

Concentrated value investor

$2.34B

Portfolio Value

5

Holdings

Q4 '25

Period

2026-02-17

Filed

📈

Simulated 13F Return

⚠️ Approximation

Total Return

+65.35%

Q4 '24 → Q3 '25

Annualized

+95.98%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

+51.63%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

CVNAREDUCED
83.2% of portfolio
-6% shares+1.0pp
HGVREDUCED
10.2% of portfolio
-6% shares-0.3pp
COFREDUCED
6.1% of portfolio
-12% shares-0.3pp
SWIMINCREASED
0.3% of portfolio
-6% shares-0.1pp

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 93.9%Financials 6.1%

💼 Holdings

🔍

5 of 5 positions · $2.34B

This quarter: increased 1, reduced 3. Net seller.

CVNAREDUCED
83.2%
83.2% of portfolio (was 82.3%, trimmed)
Filed ~$422
—📄
HGVREDUCED
10.2%
10.2% of portfolio (was 10.5%, trimmed)
Filed ~$45
—📄
COFREDUCED
6.1%
6.1% of portfolio (was 6.3%, trimmed)
Filed ~$242
—📄
SWIMINCREASED
0.3%
0.3% of portfolio (was 0.3%, added)
Filed ~$6
—📄
CDLX
0.3%
0.3% of portfolio
Filed ~$1
—📄