Follow The Filings

CVNA position history

The shares of Carvana (CVNA) that Senator Investment Group LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q2: 225,000 shares, $5.1M, 0.36% of portfolio, New
  2. 2022 Q3: not held, Exit
  3. 2022 Q4: not held
  4. 2023 Q1: not held
  5. 2023 Q2: not held
  6. 2023 Q3: not held
  7. 2023 Q4: not held
  8. 2024 Q1: not held
  9. 2024 Q2: 495,394 shares, $64M, 3.1% of portfolio, New
  10. 2024 Q3: 426,524 shares, $74M, 3.5% of portfolio, Reduce −13.9%
  11. 2024 Q4: 434,024 shares, $88M, 2.6% of portfolio, Add +1.8%
  12. 2025 Q1: 410,930 shares, $86M, 4.6% of portfolio, Reduce −5.3%
  13. 2025 Q2: 160,930 shares, $54M, 2.1% of portfolio, Reduce −60.8%
  14. 2025 Q3: 290,930 shares, $110M, 4.1% of portfolio, Add +80.8%
  15. 2025 Q4: 259,932 shares, $110M, 4.4% of portfolio, Reduce −10.7%
  16. 2026 Q1: 184,574 shares, $58M, 2.7% of portfolio, Reduce −29.0%
  17. 2026 Q2: 997,870 shares, $66M, 2.4% of portfolio, Add +440.6%
Holdings date Value % of holdings Shares Filing date All 13F holders