Cliff Sosin Portfolio Holdings by Sector

Cas Investment Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$1.66 Million 80.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$235,051 11.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$149,396 7.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CDLX 1 stocks	$9,262 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts

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