Vroom
VRM on Nasdaq. Market value $47m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 37 funds in all.
- Miller Value PartnersBill Miller IV
- Value
- $450,358
- Share of fund
- 0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Miller Value PartnersBill Miller IV | $450,358 | 0.1% |
Largest holders overall
- Mudrick Capital Management, L.P.$31m
- Silverback Asset Management$3mAdded
- Bank of America$2m
- Miller Value Partners$450,358
- Marshall Wace, LLP$373,228
- Catterton Management Company, L.L.C.$177,200
- Vanguard Capital Management$110,364Added
- Geode Capital Management$105,966Cut
- Nisa Investment Advisors$72,696
- Vanguard Fiduciary Trust$47,240Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Mudrick Capital Management, LLCat least 76.5%0.0 pts(filed with 12 related holders)Since 18 February 2025
What they said
This Item 4 of the Schedule 13D is amended and supplemented as follows: On February 18, 2025, Mr. Mudrick entered into a board observer agreement (the "Board Observer Agreement") with the Issuer. Pursuant to the terms and conditions of the Board Observer Agreement, Mr. Mudrick…
Read the filing - at least 76.1%−0.1 pts(filed with 13 related holders)Since 30 September 2026
What they said
This Item 4 of the Schedule 13D is amended and supplemented as follows: As disclosed by the Issuer in the Current Report on Form 8-K filed with the Commission on September 30, 2026, Vroom Automotive, LLC, a subsidiary of the Issuer ("Vroom Automotive"), amended and restated its…
Read the filing - Silverback Asset Management, LLCPassive investor8.2%Since 31 March 2025
- BANK OF AMERICA CORP /DE/Passive investorSold down below 5%Since 30 June 2025
- Scott Arnold DahnkeSold down below 5%Since 14 January 2025
What they said
On January 14, 2025, the Issuer emerged from the prepackaged Chapter 11 case it voluntarily filed in the U.S. Bankruptcy Court for the Southern District of Texas, and the Plan became effective. Under the Plan, the Issuer adopted an Amended and Restated Certificate of…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Mudrick Capital Management, LLC | at least 76.5%0.0 pts (filed with 12 related holders) | 18 February 2025 | What they saidThis Item 4 of the Schedule 13D is amended and supplemented as follows: On February 18, 2025, Mr. Mudrick entered into a board observer agreement (the "Board Observer Agreement") with the Issuer. Pursuant to the terms and conditions of the Board Observer Agreement, Mr. Mudrick… Read the filing |
at least 76.1%−0.1 pts (filed with 13 related holders) | 30 September 2026 | What they saidThis Item 4 of the Schedule 13D is amended and supplemented as follows: As disclosed by the Issuer in the Current Report on Form 8-K filed with the Commission on September 30, 2026, Vroom Automotive, LLC, a subsidiary of the Issuer ("Vroom Automotive"), amended and restated its… Read the filing | |
Silverback Asset Management, LLC Passive investor | 8.2% | 31 March 2025 | |
BANK OF AMERICA CORP /DE/ Passive investor | Sold down below 5% | 30 June 2025 | |
Scott Arnold Dahnke | Sold down below 5% | 14 January 2025 | What they saidOn January 14, 2025, the Issuer emerged from the prepackaged Chapter 11 case it voluntarily filed in the U.S. Bankruptcy Court for the Southern District of Texas, and the Plan became effective. Under the Plan, the Issuer adopted an Amended and Restated Certificate of… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $225,192 of shares on the open market. 3 sold $113,325.
- MYLOD ROBERT J JRDirectorSold
- Date
- 15 June 2026
- Shares
- 15,595
- Price
- $7.22
- Value
- $112,596
- Mudrick Distressed Opportunity Drawdown Fund II, L.P.DirectorBought
- Date
- 15 June 2026
- Shares
- 15,595
- Price
- $7.22
- Value
- $112,596
- Mudrick Distressed Opportunity SIF Master Fund, L.P.DirectorBought
- Date
- 15 June 2026
- Shares
- 15,595
- Price
- $7.22
- Value
- $112,596
- Corrales Anna-Lisa ChristinaCLO, CCO, SecretarySold
- Date
- 8 May 2026
- Shares
- 35
- Price
- $12.20
- Value
- $427
- Benzaquen Jacob ShlomoPrincipal Accounting OfficerSold
- Date
- 20 March 2026
- Shares
- 7
- Price
- $12.07
- Value
- $84
- Corrales Anna-Lisa ChristinaCLO, CCO, SecretarySold
- Date
- 20 March 2026
- Shares
- 18
- Price
- $12.07
- Value
- $217
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 15 June 2026 | MYLOD ROBERT J JR Director | Sold | 15,595 | $7.22 | $112,596 |
| 15 June 2026 | Mudrick Distressed Opportunity Drawdown Fund II, L.P. Director | Bought | 15,595 | $7.22 | $112,596 |
| 15 June 2026 | Mudrick Distressed Opportunity SIF Master Fund, L.P. Director | Bought | 15,595 | $7.22 | $112,596 |
| 8 May 2026 | Corrales Anna-Lisa Christina CLO, CCO, Secretary | Sold | 35 | $12.20 | $427 |
| 20 March 2026 | Benzaquen Jacob Shlomo Principal Accounting Officer | Sold | 7 | $12.07 | $84 |
| 20 March 2026 | Corrales Anna-Lisa Christina CLO, CCO, Secretary | Sold | 18 | $12.07 | $217 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.