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Clifford Sosin
CAS Investment Partners
Portfolio Value: $42.6M
Holdings: 7
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| CTRI | 7.8 | 48.85% | Buy | 825.0K | $20.8M | $25.25 | — | — |
| THR | 6.2 | 10.89% | Buy | 125.0K | $4.6M | $37.16 | — | — |
| CHDN | 6.2 | 10.67% | Buy | 40.0K | $4.6M | $113.78 | — | — |
| SVBT | 6.0 | 4.29% | Buy | 425.0K | $1.8M | $4.30 | — | — |
| FLL | 5.9 | 2.45% | Buy | 400.0K | $1.0M | $2.61 | — | — |
| ACEL | 5.6 | 8.31% | Add 851% | 310.5K | $3.5M | $11.41 | — | — |
| MTZ | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| PRIM | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| LULU | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| TSLA | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ZVIA | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| RSI | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| KFS | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| NVRI | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |