- Clifford Sossin’s 13F portfolio value decreased from ~$1.92B to ~$1.49B this quarter.
- The Carvana stake was increased during the quarter.
- Carvana at roughly one-third of the portfolio is by far the largest position.
Clifford Sossin’s CAS Investment Partners 13F Portfolio
value decreased from ~$1.92B to ~$1.49B this quarter. The heavily concentrated
portfolio continues to have less than ten stakes.
Note: They have large ownership stakes in the following
businesses: ~17% of Party City (PRTY), ~11% of World Acceptance (WRLD), 6.4% of
Hilton Grand Vacations (HGV), and ~16% of Cardlytics (CDLX).
The spreadsheet below highlights changes to CAS Investment
Partners’ 13F holdings in Q1 2022:
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