Cliff Sosin acquired 4.92M Carvana shares worth $1.78B. It makes up 80.69% of their stock portfolio and is their biggest holding. The investor owns 2.23% of the outstanding Carvana stock. The first Carvana trade was made in Q1 2018. Since then Cliff Sosin bought shares thirteen more times and sold shares on seven occasions. The stake costed the investor $318M, netting the investor a gain of 461% so far.
Our largest holding, Carvana, is in the midst of a confluence of challenges. Click here for our investment thesis on CVNA stock.