Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q4 2023 Update

•  Clifford Sossin’s 13F portfolio value increased from $780M to $827M this quarter. 
• The portfolio has just 5 positions. 
• Carvana (CVNA) at ~44% of the portfolio is by far the largest position. 

Clifford Sossin’s CAS Investment Partners 13F Portfolio value increased from $780M to $827M this quarter. The heavily concentrated portfolio continues to have just five stakes.

 

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

 

The spreadsheet below highlights changes to CAS Investment Partners’ 13F holdings in Q4 2023. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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