Cas Investment Partners (Clifford Sosin)

Cas Investment Partners (Clifford Sosin) has filed 13F reports from Q4 2017 through Q4 2025. The portfolio has returned 10.3% annualized over five years, with 50.3% volatility and a maximum drawdown of 78.6%. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.