CVNA position history
The shares of Carvana (CVNA) that SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 3,750,000 shares, $1.1B, 29.3% of portfolio
- 2021 Q4: 3,750,000 shares, $869M, 27.3% of portfolio
- 2022 Q1: 5,000,000 shares, $596M, 34.5% of portfolio, Add +33.3%
- 2022 Q2: 6,150,000 shares, $139M, 20.0% of portfolio, Add +23.0%
- 2022 Q3: 6,550,000 shares, $133M, 24.0% of portfolio, Add +6.5%
- 2022 Q4: 10,000,000 shares, $47M, 12.6% of portfolio, Add +52.7%
- 2023 Q1: 10,000,000 shares, $98M, 19.2% of portfolio
- 2023 Q2: 10,000,000 shares, $259M, 29.6% of portfolio
- 2023 Q3: 10,000,000 shares, $420M, 37.3% of portfolio
- 2023 Q4: 9,490,000 shares, $502M, 39.5% of portfolio, Reduce −5.1%
- 2024 Q1: 5,000,000 shares, $440M, 31.6% of portfolio, Reduce −47.3%
- 2024 Q2: 5,000,000 shares, $644M, 42.4% of portfolio
- 2024 Q3: 5,000,000 shares, $871M, 42.7% of portfolio
- 2024 Q4: 4,921,000 shares, $1B, 36.8% of portfolio, Reduce −1.6%
- 2025 Q1: 3,609,288 shares, $755M, 39.2% of portfolio, Reduce −26.7%
- 2025 Q2: 3,609,288 shares, $1.2B, 44.9% of portfolio
- 2025 Q3: 3,609,288 shares, $1.4B, 35.2% of portfolio
- 2025 Q4: 2,275,000 shares, $960M, 27.8% of portfolio, Reduce −37.0%
- 2026 Q1: 2,335,000 shares, $734M, 26.2% of portfolio, Add +2.6%
- 2026 Q2: 11,675,000 shares, $768M, 22.6% of portfolio, Add +400.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|