Clifford Sosin - CAS Investment Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $1.54B |
CAS Investment Partners Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 91.08% | |
| Financial Services | 8.26% | |
| Communication Services | 0.66% | |