Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q4 2024 Update

  • Clifford Sossin’s 13F portfolio value increased from $1.51B to $1.72B this quarter.
  • The portfolio has just 4 positions.
  • Carvana (CVNA) at ~76% of the portfolio is by far the largest position. 

Clifford Sossin’s CAS Investment Partners 13F Portfolio value increased from $1.51B to $1.72B this quarter. The heavily concentrated portfolio has just 4 stakes.

 

Note: They have large ownership stakes in the following businesses: 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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