- Clifford Sossin’s 13F portfolio value decreased from $548M to $419M this quarter.
- A new Capital One Financial stake was established during the quarter.
- Hilton Grand Vacations at two-thirds of the portfolio is by far the largest position.
Clifford Sossin’s CAS Investment Partners 13F Portfolio
value decreased from $548M to $419M 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 Q4 2022. Please lookup our previous
update to see how the portfolio has progressed:
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