Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q1 2023 Update

•  Clifford Sossin’s 13F portfolio value increased from $419M to $488M this quarter. 
• There were only minor adjustments during the quarter. 
• Hilton Grand Vacations at ~63% of the portfolio is by far the largest position. 

Clifford Sossin’s CAS Investment Partners 13F Portfolio value increased from $419M to $488M this quarter. The heavily concentrated portfolio continues to have less than ten stakes.

 

Note: They have large ownership stakes in the following businesses: Party City (PRTY), World Acceptance (WRLD), Hilton Grand Vacations (HGV), and Cardlytics (CDLX).

 

The spreadsheet below highlights changes to CAS Investment Partners’ 13F holdings in Q1 2023. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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