Clifford Sosin - CAS Investment Partners Portfolio Allocation (Dec 31, 2025)

As of Dec 31, 2025, the CAS Investment Partners portfolio managed by Clifford Sosin was diversified across 3 sectors, according to the most recent SEC 13F filing dated Feb 17, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 83.2% of total portfolio value, followed by Consumer Cyclical and Financial Services and Industrials. Together, the top three sectors account for 89.6% of the portfolio, reflecting Clifford Sosin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.