Cliff Sosin's investment portfolio is highly concentrated with Carvana Co. (Ordinary Shares - Class A) comprising a significant 49.7%, showcasing his confidence in the e-commerce platform for buying and selling used cars. Hilton Grand Vacations Inc, occupying 28.6% of the portfolio, reflects his stake in the timeshare industry through this renowned company. Consumer finance company World Acceptance Corp. represents 7.4% of Sosin's investments, suggesting an interest in subprime lending markets. The inclusion of Capital One Financial Corp., at 7.2%, indicates attention to well-established financial services. Lastly, marketing and transaction-platform Cardlytics Inc accounts for 7.1%, hinting at Sosin’s strategy to capitalize on data-driven advertising solutions. This selection of stocks provides insight into Cliff Sosin’s deliberate focus on growth opportunities in diverse sectors such as fintech, hospitality, automotive sales, and digital marketing.
