- Clifford Sossin’s 13F portfolio value increased from $657M to $780M this quarter.
- The portfolio remained steady this quarter.
- Carvana (CVNA) at ~37% of the portfolio is by far the largest position.
Clifford Sossin’s CAS Investment Partners 13F Portfolio
value increased from $657M to $780M 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 Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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