Position in VVV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$640,548
-$140,828 QoQ
Shares Held
16,200
-30.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 447 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Derivatives in VVV
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$218,393
PutShares
4,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $417,993,458 across 16 Auto & Truck Dealerships names. VVV ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
5,831,970 | $308,452,893 | |
| 2 | OPLN |
OPENLANE, Inc.
|
665,872 | $27,460,561 | |
| 3 | SAH |
Sonic Automotive Inc
|
196,402 | $16,652,925 | |
| 4 | CWH |
Camping World Holdings, Inc.
|
1,760,982 | $13,436,292 | |
| 5 | CVNA |
Carvana Co.
|
168,143 | $11,067,172 | |
| 6 | ACVA |
ACV Auctions Inc.
|
1,481,846 | $10,654,472 | |
| 7 | DRVN |
Driven Brands Holdings Inc.
|
729,718 | $10,172,268 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
37,591 | $7,558,798 |
All Filings in VVV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,548 | 16,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $781,376 | 23,200 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,230,707 | 35,355 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $218,393 | 4,900 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,164,153 | 30,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,433,970 | 44,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,563,774 | 254,966 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,520,946 | 959,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $38,510,577 | 1,179,497 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $8,124,148 | 217,864 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $4,162,145 | 179,868 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,141,598 | 690,210 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,539,421 | 79,639 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,811,988 | 367,608 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||