Clifford Sosin - CAS Investment Partners 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, the CAS Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2018, the filing reported:

New Buys - None reported

Increases - Credit Acceptance Corporation, Carvana Co., Herbalife

Reductions - World Acceptance Corporation

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+2,014	+1.9%	$39.42K	108,000
Q2 2018	CVNA Carvana Co.	Carvana Co.	Buy	+48,091	+2.4%	$92.88K	2,056,159
Q2 2018	G4412G101 Herbalife	Herbalife	Buy	+565,241	+100.0%	$60.68K	1,130,482
Q2 2018	WRLD World Acceptance Corporation	World Acceptance Corporation	Sell	-60	-0.0%	$67.46K	602,731