Tilman Versch. CAS Investment Partners - Clifford A. Sosin assets under management (13F Holdings), latest news, 13D/G filings, and investor letters provided by Insider Monkey . CAS Investment Partners is a New York-based hedge fund, launched in October 2012, by its current portfolio manager, Clifford A. Sosin. 19. CLIFFORD SOSIN, CHIEF COMPLIANCE OFFICER: New York, NY: 02-14-2022 [Signature] [City, State] [Date] Report Type (Check only one. It's an industry secret, that isn't really a secret. Late last week, Clifford Sosin filed a Form 4 showing an indirect purchase of PRTY stock. In the last trading session, 3.24 million shares of the Party City Holdco Inc. (NYSE:PRTY) were traded, and its beta was 3.56. Contact Info. View analysts' price targets for Cardlytics or . Contents 1 Cliff Sosin's process of evaluating a company's culture 2 Selecting information and the key driving forces 3 Factors that matter in 10 years 4 Cliff Sosin's sources of information 5 Changes in his investment style 6 The price he is willing to pay 7 A typical day in his life Say what you like about hedge fund manager Bill Ackman but, after losing around $400 million from an ill-timed bet on Netflix Inc., he was quick . The Trade: Party City Holdco Inc. (NYSE:PRTY) 10% owner Clifford Sosin acquired a total of 609092 shares ; What's Happening: S&P, last month, upgraded Party City Holdings to 'B'. Insider Transactions in the past year. Value Investor Clifford Sosin also disclosed in Form 4 filings on Aug. 7 and Aug. 11 buying nearly $1M of Party City Holdco (PRTY) at an average price of $1.71. . Their last reported 13F filing for Q1 2022 included $1,494,153,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. New York, NY 10022 (212) 804-7660 . Angel Wing Necklace Alex And Ani, Bally Block 60 Maple Bench, What To Wear Under Short Dresses, Greece Brochure Ideas, Clifford Sosin Holdings, Lazy Cat Cartoon Characters, Steamfresh Broccoli And Cheese, Immigration Vocabulary, Google Libphonenumber Java, Grd Sph owns over 2,691,603 units of At Home Inc stock worth over $193,972,823 and over the last 4 years Grd sold HOME stock worth over $264,780,052. 135 E 57TH STREET. The shares were purchased at an average price of $3.46 per share, for a total transaction of $1,626,200.00 . . In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. At 4:34 Cliff explains us why he shorts in general. 10% Owner of At Home Group Inc. (NYSE:HOME), Sosin Clifford, buys 200,000 shares worth $3,136,540. to your Dashboard All Sosin Clifford holdings are listed in the following tables. Clifford Sosin 1 4/29/2022 Clifford Sosin CAS Investment Partners, LLC Westport, CT 06880 To My Partners: As shown in the performance summary, during the three months ended March 31, 2022, Sosin Partners, LP reported a loss on a mark to market basis net of all fees, expenses, and performance NJOY HOLDINGS, INC. raised $432,147,785 in total. This Schedule 13G/A is being filed with respect to shares of Common Stock of the Issuer which are beneficially owned by CAS Investment Partners, LLC, Sosin Master, LP, CSWR Partners, LP and Clifford Sosin. Wallmine is a radically better financial terminal. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. 135 E 57th Street, Suite 18-108. According to the latest SEC filing(s) CARVANA CO (CVNA) has been bought by 4 gurus: Chase Coleman III - Tiger Global Management (added shares +17.46%), Clifford Sosin - CAS Investment Partners (added shares +25.6%), Rob Vinall - RV Capital (added shares +272.03%) and Bryan R. Lawrence - Oakcliff Capital Partners (added shares +97.89%). In total, via Sosin's affiliated investment funds, 470,000 shares were purchased. sosin partners, lp. Which gurus or hedge funds are buying CVNA now? As public-market investors, however, this "sitting on our hands" behaviour is unusual." Clifford Sosin. Similar companies Party City Holdco has a fifty-two week low of $2.97 and a fifty-two week high of $11.06. Value Investor Clifford Sosin adds to top holdings Cardlytics and Party City. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. This page shows the track record and history of SOSIN CLIFFORD insider trades in Cardlytics Inc. Value Investor Clifford Sosin, founder and manager of CAS Investment Partners, runs a concentrated portfolio -- as of Q2's close the fund held only five positions. Cliff also reveals how to fix the banking system as we know it. CAS Investment Partners - Clifford A. Sosin assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Corporate insiders have an unfair advantage when it comes to trading stocks in their companies. And the value of farm land remains pretty constant. CAS Investment Partners is based out of New York. 1 8 WRIGHT STREET. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934* World Acceptance Corporation (Name of Issuer) Common Stock . Investor Clifford Sosin on Carvana. 3 equities research analysts have issued 12 month price objectives for Cardlytics' stock. 21. Before starting his own fund, Cliff Sosin broadened his . Free, legal insider trading data for SOSIN CLIFFORD, a BO of PARTY CITY HOLDCO INC (PRTY) Their forecasts range from $9.00 to $9.00. CAS Investment Partners is a New York-based hedge fund, launched in October 2012, by its current portfolio manager, Clifford A. Sosin. Clifford Sosin, 10% Owner, Cardlytics Inc (CDLX), bought 370,619 shares of the company's common stock on August 9 for a total of $32,267,980. Immediately prior to founding CAS, Cliff was a Director in the Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting and his advice for young investors. 1325 Avenue of the Americas. The estimated Net Worth of SOSIN CLIFFORD is at least $640 Million dollars dollars as of 05/07/2022. The largest trade Clifford's ever made was buying 1,600,000 units of Cardlytics Inc stock on 19 November 2020 worth over $6,400,000. Investor Clifford Sosin on Carvana. Active Schedule 13D and 13G events. Who are the company insiders with the largest holdings of Party City Holdco? Of the funds tracked by Insider Monkey, Clifford A. Sosin's CAS Investment Partners has the number one position in Cardlytics, Inc. (NASDAQ:CDLX), worth close to $138.1 million, corresponding to . CAS Investment Partners - Clifford A. Sosin assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Holdings; 13D/G; SEC Filings; 2017-02-13: SC 13G: WRLD / World Acceptance Corp. / SOSIN CLIFFORD - ACQUISITIION OF BENEFICIAL OWNERSHIP Passive Investment. What is Clifford Sosin's portfolio? CAS Investment Partners' Return, AUM, and Holdings CAS Investment Partners is a New York-based hedge fund, launched in October 2012, by its current portfolio manager, Clifford A. Sosin. Cas Investment Partners is an investment fund managing more than $2.1 billion ran by Clifford Sosin. Before starting his own fund, Cliff Sosin broadened his . Carvana, CAS Investment Partners, Clifford Sosin. What stocks does Clifford Sosin own? In this part of the interview, we talked about idea generation in investing. Sign up in seconds, it's free! UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934* World Acceptance Corporation (Name of Issuer) Common Stock . Clifford Sosin runs CAS Investment Partners. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). At 4:34 Cliff explains us why he shorts in general. 13F COMBINATION REPORT. Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. The absence of minute by minute pricing for farmers to obsess over means farmers tend to set prices by analysing what the farm will earn over a long period of time. Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep. Their forecasts range from $50.00 to $72.00. in Economics from Swarthmore College. Data is sourced from 13D/13G, 13F, and N-Q filings. However, an equal-weighted portfolio of those five stocks is up 80% Year-to-date. The estimated Net Worth of Grd Holdings, Llc Sph is at least $459 Million dollars as of 11 September 2018. Contact Info. Before starting his own fund, Cliff Sosin broadened his . Joint Filing Agreement by and among CAS Investment Partners, LLC, Sosin Master, LP, CSWR Partners, LP, Sosin LLC and Clifford Sosin dated, May 17, 2021. On average, they expect Cardlytics' share price to reach $60.67 in the next twelve months. Company insiders own 2.36% of the company's stock. The conversation covers a wide array of topics . On Friday, April 8th, Clifford Sosin acquired 470,000 shares of Party City Holdco stock. Clifford Sosin CDLX stock SEC Form 4 insiders trading. As Hedge Funds Stumble, Sorry Is the Hardest Word. According to At Home Group Inc.'s most recent Statement Of Changes In Beneficial Ownership - Form 4 Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and . However, an equal-weighted portfolio of those five stocks is up 80% Year-to-date. The bubble chart helps you visualize Clifford Sosin's current holdings by plotting them by market cap (x), percentage from the estimated purchase price (y), and the size of the position today (size of the bubble). You can find all content with Cliff here. . Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep. This also brought Sosin's total holdings to over 16.4 million shares. You can choose how many positions to include in the analysis and use the checkboxes to toggle positions. Before starting his own fund, Cliff Sosin broadened his . CAS Investment Partners is a hedge fund with 5 clients and discretionary assets under management (AUM) of $2,228,659,586 (Form ADV from 2022-03-29). We start this interview with talking about the share of Cliff Sosin's portfolio, that he has invested in Carvana. Party City 10%+ Shareholder Clifford Sosin Reported Purchase of 317,500 Shares @ Avg Price of $3.31/Share in Form 4 Filing on Monday Cliff Sosin on the car seller. NEW YORK NY 10022. Business Phone: 212-804-7660. Red rows indicate closed positions. New York, New York 10019 (212) 451-2300 (Name, Address and Telephone Number of Person. TipRanks gives you access to 4 market-beating strategies based on corporate insider transactions. Clifford has made over 60 trades of the Cardlytics Inc stock since 2019, according to the Form 4 filled with the SEC. We start this interview with talking about the share of Cliff Sosin's portfolio, that he has invested in Carvana. Activity type Portfolio History Chart History Ticker Stock % Activity Share Change % change to Value Investor Clifford Sosin adds to top holdings Cardlytics and Party City. Value Investor Clifford Sosin, founder and manager of CAS Investment Partners, runs a concentrated portfolio -- as of Q2's close the fund held only five positions. CLIFFORD SOSIN. SOSIN CLIFFORD is the 10% Owner of At Home Group Inc. SOSIN CLIFFORD owns over 11,078,735 shares of At Home Group Inc stock worth over $410 Million dollars . What stocks is Clifford Sosin buying now? Value Investor Clifford Sosin, founder and manager of CAS Investment Partners, runs a concentrated portfolio -- as of Q2's close the fund held only five positions. SEC SIC CODE: 5700-RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES. In this part of the interview, we talked about shorting and. New York, NY 135 E 57th Street, Suite 18-108, New York, NY 10022 1.646.862.6213 Clifford.Sosin@casinvestmentpartners.com Clifford Sosin 1 4/29/2022 Clifford Sosin CAS Investment Partners, LLC Westport, CT 06880 To My Partners: As shown in the performance summary, during the three months ended March We visited him in April 2019 in Westport, Connecticut and did a longer interview about his investment approach and some of his investments. The SEC filings indicate Clifford Sosin has reported holdings or trades in the following companies: How to Interpret the Charts The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Clifford Sosin. Party City Holdco's top insider investors include: Clifford Sosin (Major . Clifford Sosin: Major Shareholder: Sell: 444,375: $1.45: 19,557,248 : 4/8/2022: Clifford Sosin: Major Shareholder: Buy: 470,000: $3.46: 20,001,623 : 4/6/2022: Clifford Sosin: Major Shareholder . CAS Investment Partners is a New York-based hedge fund, launched in October 2012, by its current portfolio manager, Clifford A. Sosin. 04650Y100 The largest investments include Carvana Co and Cardlytics Inc, together worth $1.43 billion. CAS Investment Partners has disclosed a total of 6 security holdings in their (2022 Q1) SEC 13F filing (s) with portfolio value of $1,494,153,000. As of April 6, 2022, Sosin Master, LP (the "Fund") and CSWR Partners, LP owned an aggregate of 19,214,123 shares of Common Stock of the . However, an equal-weighted portfolio of those five stocks is up 80% Year-to-date. Trade Like those Most in the Know - Corporate Insiders. $2.1 billion Assets Under Management (AUM) When he was employed at Houlihan Lokey Howard Zukin he wasn't enjoying the role of an. Tuesday, 31 May 2022, 16:00:00. Cliff Sosin holds a B.S. Cliff Sosin is the founder and investment manager of CAS Investment Partners, LLC ("CAS"), which he launched in October 2012. Keep. Most recently the company's share price was $1.45, and it changed around $0.02 or 1.40% from the last close, which brings the market valuation of the company to $160.91M. Between April 6 and 8, 10% owner Clifford Sosin added another 1.95 million shares to his 18.05 million holdings. (Check here if a portion of the holdings for . Value Investor Clifford Sosin adds to top holdings Cardlytics and Party City. 2. an executive officer, director, trustee, managing member, or person serving in a similar capacity, of the investment adviser or an employee of the investment adviser (other than an employee . Party City Holdco . CAS INVESTMENT PARTNERS, LLC. In the recent quarter Clifford Sosin has purchased 3 securities: (CVNA) CARVANA CO (added shares +25.6%), (CDLX) CARDLYTICS INC (added shares +4.43%) and (PRTY) PARTY CITY HOLDCO INC (added shares +9.69%). CAS Investment Partners is a New York-based hedge fund, launched in October 2012, by its current portfolio manager, Clifford A. Sosin. ): X: 13F HOLDINGS REPORT. September 2021. Green rows indicate new positions. Clifford Sosin is the number 3 ranked .