CVNA
Carvana Co
Carvana Co historical holders
total: 13
CAS Investment Partners Carvana Co transactions over time
- Total transactions:
- 24
- New positions:
- 1
- Added:
- 13
- Reduced:
- 10
- Held since:
- 2018 Q1
- Held for:
- 33 quarters
- Latest activity:
- 2026 Q1
Clifford Sosin has been an institutional investor in Carvana Co (CVNA) since 2018 Q1. According to 2026 Q1 report, Clifford Sosin holds 4,541,291 shares with a market value of roughly $1.43B representing 81.67% of their equity portfolio. The fund/company first acquired CVNA in 2018 Q1, initially purchasing about 2.01M shares. Since the initial investment, CAS Investment Partners has made 23 more transactions in this position.
Does Clifford Sosin still hold CVNA?
Yes, Clifford Sosin continues to hold Carvana Co (CVNA). According to their 2026 Q1 report, they maintain a position of 4,541,291 shares valued at approximately $1.43B, representing 81.67% of their equity portfolio.
When did Clifford Sosin first invest in CVNA?
Clifford Sosin first invested in Carvana Co (CVNA) in 2018 Q1 at the reported quarter-end price of $22.93 per share, acquiring 2,008,068 shares in their initial purchase.
What is Clifford Sosin's average cost basis for CVNA?
Based on historical transaction data, Clifford Sosin's estimated cost basis for Carvana Co (CVNA) is approximately $51.14 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $51.14
- Weighted AVG sell price:
- $243.92
CVNA transactions history by CAS Investment Partners
24 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
81.67%
|
4,541,291
|
$314.38
|
$1,427,691,065
|
-1.49% (-68,909)
|
-0.93%
|
|
2025 Q4
|
83.25%
|
4,610,200
|
$422.02
|
$1,945,596,604
|
-5.72% (-279,474)
|
-5.26%
|
|
2025 Q3
|
82.26%
|
4,889,674
|
$377.24
|
$1,844,580,620
|
-0.66% (-32,594)
|
-0.6%
|
|
2025 Q2
|
80.82%
|
4,922,268
|
$336.96
|
$1,658,607,425
|
-13.42% (-762,761)
|
-16.69%
|
|
2025 Q1
|
77.19%
|
5,685,029
|
$209.08
|
$1,188,625,863
|
-10.86% (-692,768)
|
-8.43%
|
|
2024 Q4
|
75.53%
|
6,377,797
|
$203.36
|
$1,296,988,798
|
-1.17% (-75,797)
|
-1.02%
|
|
2024 Q3
|
74.52%
|
6,453,594
|
$174.11
|
$1,123,635,251
|
-1.18% (-77,300)
|
-1.05%
|
|
2024 Q1
|
51.45%
|
6,530,894
|
$87.91
|
$574,130,892
|
-4.35% (-296,909)
|
-3.16%
|
|
2022 Q3
|
25.30%
|
6,827,803
|
$20.30
|
$138,604,000
|
+1.49% (+100,000)
|
+0.37%
|
|
2022 Q2
|
23.04%
|
6,727,803
|
$22.58
|
$151,914,000
|
+61.61% (+2,564,900)
|
+8.78%
|
|
2022 Q1
|
33.24%
|
$119.29
|
+25.60% (+848,600)
|
|||
|
2021 Q4
|
40.09%
|
$231.79
|
+0.28% (+9,275)
|
|||
|
2021 Q1
|
44.31%
|
$262.40
|
+3.12% (+100,000)
|
|||
|
2020 Q4
|
42.54%
|
$239.54
|
-11.14% (-401,946)
|
|||
|
2020 Q3
|
55.77%
|
$223.06
|
+6.90% (+232,690)
|
|||
|
2020 Q2
|
48.85%
|
$134.45
|
-11.77% (-450,000)
|
|||
|
2020 Q1
|
46.33%
|
$55.09
|
+37.82% (+1,049,366)
|
|||
|
2019 Q4
|
42.01%
|
$92.05
|
+6.53% (+170,087)
|
|||
|
2019 Q3
|
37.97%
|
$66.00
|
+2.74% (+69,500)
|
|||
|
2019 Q2
|
40.66%
|
$62.59
|
+0.40% (+10,000)
|
|||
|
2019 Q1
|
43.81%
|
$58.06
|
+16.49% (+357,565)
|
|||
|
2018 Q4
|
26.90%
|
$32.71
|
+5.43% (+111,607)
|
|||
|
2018 Q2
|
32.28%
|
$45.17
|
+2.39% (+48,091)
|
|||
|
2018 Q1
|
20.10%
|
$22.93
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.