CVNA position history
The shares of Carvana (CVNA) that CAS Investment Partners, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 3,305,028 shares, $997M, 47.5% of portfolio
- 2021 Q4: 3,314,303 shares, $768M, 40.1% of portfolio, Add +0.3%
- 2022 Q1: 4,162,903 shares, $497M, 33.2% of portfolio, Add +25.6%
- 2022 Q2: 6,727,803 shares, $152M, 23.0% of portfolio, Add +61.6%
- 2022 Q3: 6,827,803 shares, $139M, 25.3% of portfolio, Add +1.5%
- 2022 Q4: 6,827,803 shares, $32M, 7.7% of portfolio
- 2023 Q1: 6,827,803 shares, $67M, 13.7% of portfolio
- 2023 Q2: 6,827,803 shares, $177M, 26.9% of portfolio
- 2023 Q3: 6,827,803 shares, $287M, 36.7% of portfolio
- 2023 Q4: 6,827,803 shares, $361M, 43.7% of portfolio
- 2024 Q1: 6,530,894 shares, $574M, 51.4% of portfolio, Reduce −4.3%
- 2024 Q2: 6,530,894 shares, $841M, 65.7% of portfolio
- 2024 Q3: 6,453,594 shares, $1.1B, 74.5% of portfolio, Reduce −1.2%
- 2024 Q4: 6,377,797 shares, $1.3B, 75.5% of portfolio, Reduce −1.2%
- 2025 Q1: 5,685,029 shares, $1.2B, 77.2% of portfolio, Reduce −10.9%
- 2025 Q2: 4,922,268 shares, $1.7B, 80.8% of portfolio, Reduce −13.4%
- 2025 Q3: 4,889,674 shares, $1.8B, 82.3% of portfolio, Reduce −0.7%
- 2025 Q4: 4,610,200 shares, $1.9B, 83.2% of portfolio, Reduce −5.7%
- 2026 Q1: 4,541,291 shares, $1.4B, 81.7% of portfolio, Reduce −1.5%
- 2026 Q2: 22,559,570 shares, $1.5B, 78.9% of portfolio, Add +396.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|