Four Stocks, One Big Bet: Sosin’s Carvana Call Delivers 41% Return

Carvana powers Sosin Partners back to its high-water mark.

Stephen Taub June 18, 2025

Sosin Partners, the concentrated hedge fund headed by Howard Sosin, is up more than 41 percent for the year after nearly quadrupling its performance in May. The hedge fund owns just four stocks, and more than three quarters of its assets are invested in online

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