Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q1 2022 Update

• 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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