Portfolio changes · featured 13Fs
Activity
Moves in CVNA across featured managers — New / Exit / Add / Reduce.
CVNA · add
6 shown6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| CVNA | Add | Ben Tsai - Spruce House Investment Management | −3.60 pp | +400.0% sh | Q1→Q2 |
| CVNA | Add | Clifford Sosin - Cas Investment Partners | −2.82 pp | +396.8% sh | Q1→Q2 |
| CVNA | Add | Ram Parameswaran - Octahedron Capital Management | +1.57 pp | +698.0% sh | Q1→Q2 |
| CVNA | Add | Alex Sacerdote - Whale Rock Capital Management | −1.31 pp | +386.2% sh | Q1→Q2 |
| CVNA | Add | Dan Sundheim - D1 Capital Partners | −1.16 pp | +465.4% sh | Q1→Q2 |
| CVNA | Add | Henry Ellenbogen - Durable Capital Partners | +1.08 pp | +575.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home