Cliff Sosin Portfolio

Cliff Sosin’s portfolio highlights a focused investment approach across consumer, financial services, and travel/lodging stocks. The top five stocks in this portfolio reflect an emphasis on growth-oriented businesses with identifiable catalysts and market demand.
1) Carvana Co. (Carvana Co. – Ordinary Shares – Class A): An investment thesis centered on auto retail scale and potential operating leverage within the used-vehicle marketplace—positioned as a high-impact name among stocks in the portfolio.
2) Hilton Grand Vacations Inc: Focus on leisure/travel spending and branded vacation demand; a portfolio investment aligned with cyclical recovery dynamics and strong customer monetization.
3) Capital One Financial Corp.: A financial-services investment targeting earnings power through credit cycles, diversified lending, and strategic capital deployment—an essential component of the portfolio’s stock selection for investors seeking exposure to banks/fintech-adjacent economics.
4) Cardlytics Inc: Included as a technology-enabled payments/consumer data-related investment, reflecting interest in digital advertising or transaction-based monetization models that can scale profitably over time.
5) Latham Group Inc: Represents a portfolio position tied to construction/distribution end-markets, emphasizing durable cash flows and execution-driven growth as part of Cliff Sosin’s broader investment strategy among stocks.
Overall, this concentration of stocks suggests a practical, catalyst-aware portfolio construction style: balancing higher-upside opportunities with business models that could benefit from improving market conditions.