CVNA position history
The shares of Carvana (CVNA) that Sachem Head Capital Management LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 370,000 shares, $86M, 2.0% of portfolio, New
- 2022 Q1: 505,000 shares, $60M, 1.5% of portfolio, Add +36.5%
- 2022 Q2: not held, Exit
- 2022 Q3: not held
- 2022 Q4: not held
- 2023 Q1: not held
- 2023 Q2: not held
- 2023 Q3: not held
- 2023 Q4: not held
- 2024 Q1: not held
- 2024 Q2: not held
- 2024 Q3: not held
- 2024 Q4: not held
- 2025 Q1: not held
- 2025 Q2: not held
- 2025 Q3: not held
- 2025 Q4: 625,000 shares, $264M, 6.2% of portfolio, New
- 2026 Q1: 790,000 shares, $248M, 6.0% of portfolio, Add +26.4%
- 2026 Q2: 4,475,000 shares, $295M, 6.1% of portfolio, Add +466.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|