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Clifford Sosin / CLIFFORD SOSIN

@Cas Investment Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$1.508BTotal holdings5
Assets growth rate17.76%Assets growth rate (2-Q avg)16.25%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Cas Investment Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Cas Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.508B in assets, with a quarterly growth rate of 17.76% and a 2-quarter average growth rate of 16.25%. The portfolio is managed by CLIFFORD SOSIN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COFCapital One Finl Corp
Recent Activity
Increased 18.29%
8.06%
$121.506M
811,500 shares@ $149.73 avg price