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

Mitch Sosin’s concentrated bet on four stocks—anchored by Carvana—yields a 41% return, showcasing the power of high-conviction investing. #HedgeFunds #StockPicking #HighConviction

www.institutionalinvestor.com/article/four...