Cliff Sosin
CAS Investment Partners
Cliff Sosin is the founder and manager of CAS Investment Partners, a firm known for its strategic investments across various sectors. The firm has demonstrated a notable trading approach characterized by significant position reductions and increases, particularly in companies like Carvana Co (CVNA) and Capital One Financial Corporation (COF). Between August 14, 2024, and May 15, 2026, CAS Investment Partners executed 38 disclosures, with a focus on the consumer cyclical and financial services sectors, reflecting a dynamic investment strategy.
Performance
Estimated 1Y return chains four quarterly returns using each quarter's disclosed 13F holdings and available quarter-end prices from Mar 30, 2025, 8:00 PM EDT through Mar 30, 2026, 8:00 PM EDT. Unpriced positions are excluded, price coverage is shown, and a missing 13F period is treated as an empty disclosed portfolio. Adjusted prices are used when available. It is not an official fund return.