Clifford Sosin

Biography

Clifford Sosin studied engineering and economics at Swarthmore College, then worked at Houlihan Lokey, Silver Point Capital and UBS's Fundamental Investment Group, where he moved from distressed debt to equities. He launched CAS Investment Partners in New York in October 2012. He runs a concentrated portfolio of businesses he understands, holds them for long periods and tests each thesis by looking for evidence that would disprove it.

In their own words

CAS Investment Partners’s largest US holdings

From the Q2 2026 13F, worth $1.9bn in total. See every holding and change

1. CarvanaCVNA78.8%
2. Hilton Grand VacationsHGV14.5%
3. Meta PlatformsMETA4.1%
4. Marriott Vacations WorldwideVAC2.2%
5. Latham GroupSWIM0.3%
6. CardlyticsCDLX0.1%