Cliff Sosin acquired 4.16 Million Carvana shares worth $193 Million. That's 23.57% of their entire equity portfolio (2nd largest holding). The investor owns 12.32% of the outstanding Carvana stock. The first Carvana trade was made in Q1 2018. Since then Cliff Sosin bought shares eleven more times and sold shares on two occasions. The investor's estimated purchase price is $297 Million, resulting in a loss of 35%.