Clifford Sosin - CAS Investment Partners Portfolio Allocation (Sep 30, 2025)

As of Sep 30, 2025, the CAS Investment Partners portfolio managed by Clifford Sosin was diversified across 4 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 92.8% of total portfolio value, followed by Consumer Cyclical and Financial Services and Communication Services. Together, the top three sectors account for 99.7% of the portfolio, reflecting Clifford Sosin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.