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Clifford Sosin - CAS Investment Partners Holdings – 2025 Q3

Explore the latest portfolio disclosure for Clifford Sosin - CAS Investment Partners, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Clifford Sosin - CAS Investment Partners maintains its largest exposure in Consumer Discretionary, which represents approximately 92.88% of the portfolio. This sector forms the core of Clifford Sosin - CAS Investment Partners's investment stance during this reporting period.

Additional major allocations include Finance (about 6.32%) and Technology (approximately 0.56%), reflecting how Clifford Sosin - CAS Investment Partners diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Clifford Sosin - CAS Investment Partners's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Consumer Discretionary
92.9%
Finance
6.3%
Technology
0.6%
Industrials
0.3%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
CVNA 4,889,674 $377.24 Reduced -0.66% 82.35% $1.84B 2025 Q3
HGV 5,643,776 $41.81 Reduced -0.28% 10.53% $235.97M 2025 Q3
COF 665,470 $212.58 Reduced -5.23% 6.32% $141.47M 2025 Q3
CDLX 5,198,067 $2.43 Reduced -7.41% 0.56% $12.63M 2025 Q3
SWIM 1,000,000 $7.61 Buy 100.00% 0.34% $7.61M 2025 Q3
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