- Clifford Sossin’s 13F portfolio value increased from $1.28B to $1.51B this quarter.
- The portfolio has just 5 positions.
- Carvana (CVNA) at ~75% of the portfolio is by far the largest position.
Clifford Sossin’s CAS Investment Partners 13F Portfolio
value increased from $1.28B to $1.51B 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).
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to CAS Investment
Partners’ 13F holdings in Q3 2024. Please lookup our previous
update to see how the portfolio has progressed:
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