Clifford Sosin - CAS Investment Partners Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the CAS Investment Partners portfolio managed by Clifford Sosin was diversified across 3 sectors as of quarter-end Jun 30, 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 95.5% of total portfolio value, followed by Consumer Cyclical and Communication Services and Industrials. Together, the top three sectors account for 100.0% 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.