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Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
CVNA · Consumer discretionary

Carvana Co

Q2 2026: held by 2 giants, composite weight 1.88%, consensus rank 4; this quarter 0 bought and 1 sold. Quarter-end price $65.82 (Jun 30, 2026).

Giants holding
2
previous quarter 2
Composite weight
1.88%
consensus rank 4
Quarter-end price
$65.82
Jun 30, 2026
Avg est. costest.
$24.39
vs quarter-end price +170%
I

Held by 2 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Clifford Sosin78.9%22.56M$1.5BQ1 201834$8.64est.+662%Held
Robert Vinall30.3%1.76M$116.1MQ4 202119$40.14est.+64%Trimmed
II

Cost Map: 2 of 2 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$20.00$40.00$60.00Clifford SosinRobert Vinall
III

Quarter-End Price (Split-Adjusted)

From Q2 2017, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$25.00$50.00$75.00Q2 2017Q2 2018Q2 2019Q2 2020Q2 2021Q2 2022Q2 2023Q2 2024Q2 2025Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding0123Q2 2017Q2 2018Q2 2019Q2 2020Q2 2021Q2 2022Q2 2023Q2 2024Q2 2025Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter21012Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.5%1.0%1.5%Q2 2017Q2 2018Q2 2019Q2 2020Q2 2021Q2 2022Q2 2023Q2 2024Q2 2025Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Clifford Sosin 78.9% · since Q1 2018

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$25.00$50.00$75.00Q3 2019Q2 2020Q1 2021Q4 2021Q3 2022Q2 2023Q1 2024Q4 2024Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−146.9K22.56M78.9%$314.65 → $65.82$64.37$8.64
Q1 2026Trimmed−68.9K4.54M81.7%$422.02 → $314.65$368.33$43.19
Q4 2025Trimmed−279.5K4.61M83.2%$377.24 → $422.02$399.63$43.19
Q3 2025Trimmed−32.6K4.89M82.3%$336.96 → $377.24$357.10$43.19
Q2 2025Trimmed−762.8K4.92M80.8%$209.08 → $336.96$273.02$43.19
Q1 2025Trimmed−692.8K5.69M77.2%$203.36 → $209.08$206.22$43.19
Q4 2024Trimmed−75.8K6.38M75.5%$174.11 → $203.36$188.73$43.19
Q3 2024Trimmed−77.3K6.45M74.5%$128.72 → $174.11$151.41$43.19
Q1 2024Trimmed−296.9K6.53M51.4%$52.94 → $87.91$70.42$43.19
Q3 2022Added+100.0K6.83M25.3%$22.58 → $20.30$21.44$43.19
Q2 2022Added+2.56M6.73M23.0%$119.29 → $22.58$22.58$43.51
Q1 2022Unclear04.16M33.2%$231.79 → $119.29$175.54$56.40
Q1 2021Added+100.0K3.31M44.3%$239.54 → $262.40$250.97$56.40
Q4 2020Trimmed−401.9K3.21M42.5%$223.06 → $239.54$231.30$50.33
Q3 2020Added+232.7K3.61M55.8%$120.20 → $223.06$171.63$50.33
Q2 2020Trimmed−450.0K3.37M48.9%$55.09 → $120.20$87.65$41.97
Q1 2020Added+1.05M3.82M46.3%$92.05 → $55.09$73.57$41.97
Q4 2019Added+170.1K2.77M42.0%$66.00 → $92.05$79.03$30.02
Q3 2019Added+69.5K2.60M38.0%$62.59 → $66.00$64.30$26.82
Robert Vinall 30.3% · since Q4 2021

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$20.00$40.00$60.00Q4 2021Q2 2022Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−123.2K1.76M30.3%$314.65 → $65.82$64.37$40.14
Q1 2026Added+73.9K377.3K31.1%$422.02 → $314.65$368.33$200.70
Q3 2025Trimmed−65.1K445.3K30.8%$336.96 → $377.24$357.10$159.87
Q2 2025Trimmed−37.2K510.4K31.8%$209.08 → $336.96$273.02$159.87
Q4 2024Trimmed−214.2K547.5K23.9%$174.11 → $203.36$188.73$159.87
Q3 2024Trimmed−57.9K761.7K27.4%$128.72 → $174.11$151.41$159.87
Q2 2024Trimmed−27.9K819.6K25.4%$87.91 → $128.72$108.31$159.87
Q1 2024Added+132.1K847.5K19.9%$52.94 → $87.91$70.42$159.87
Q4 2023Added+79.3K715.4K11.0%$41.98 → $52.94$47.46$176.39
Q3 2023Trimmed−73.7K636.1K8.1%$25.92 → $41.98$33.95$192.46
Q3 2022Added+192.5K709.8K6.9%$22.58 → $20.30$21.44$192.46
Q2 2022Added+22.4K517.3K5.3%$119.29 → $22.58$22.58$256.10
Q1 2022Unclear0494.9K18.3%$231.79 → $119.29$175.54$266.66
Q4 2021New+133.0K133.0K8.0%$301.54 → $231.79$266.66$266.66