- 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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