Cliff Sosin runs CAS Investment Partners, a hedge fund overseeing $2.34B in disclosed equity holdings (SEC CIK 0001697591). The latest portfolio (2025Q4) discloses 5 positions across 4 sectors, with the largest positions in CVNA, HGV and COF. On a mark-to-market basis the tracked portfolio has returned 179.0% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Not enough filing history to compute mark-to-market returns for Cliff Sosin.
We need at least one year of portfolio coverage with priceable positions.
We mark Cliff Sosin (CAS Investment Partners)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Cliff’s portfolio is 179.0% since 2024Q1.