Cas Investment Partners, Llc (Clifford Sosin)
Basic Stats
Market Value
826.69M
Top 10 (%)
100.00%
Portfolio Size
5 (0)
Avg. Holding Period
16 years
Turnover
0.00%
Industry Breakdown
Retail-auto Dealers & Gasoline Stations
43.72%
Hotels, Rooming Houses, Camps & Other Lodging Places
32.90%
Personal Credit Institutions
8.88%
National Commercial Banks
8.46%
Services-computer Programming, Data Processing, Etc.
6.03%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
---|---|---|---|---|---|---|---|---|
Carvana Co | CVNA | 361.46M | 43.72% | 6.83M | — | — | $52.94 | 6.16% |
Hilton Grand Vacations Inc | HGV | 271.98M | 32.90% | 6.77M | — | — | $40.18 | 6.18% |
World Accep Corporation | WRLD | 73.42M | 8.88% | 562.49K | -24.45% | -182K | $130.53 | 9.74% |
Capital One Finl Corp | COF | 69.95M | 8.46% | 533.46K | 52.61% | 183.90K | $131.12 | 0.14% |
Cardlytics Inc | CDLX | 49.88M | 6.03% | 5.42M | — | — | $9.21 | 14.26% |
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