CVNA position history
The shares of Carvana (CVNA) that RV Capital AG reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 133,035 shares, $31M, 8.0% of portfolio, New
- 2022 Q1: 494,935 shares, $59M, 18.3% of portfolio, Add +272.0%
- 2022 Q2: 517,335 shares, $12M, 5.3% of portfolio, Add +4.5%
- 2022 Q3: 709,835 shares, $14M, 6.9% of portfolio, Add +37.2%
- 2022 Q4: 709,835 shares, $3.4M, 1.7% of portfolio
- 2023 Q1: 709,835 shares, $6.9M, 2.6% of portfolio
- 2023 Q2: 709,835 shares, $18M, 6.0% of portfolio
- 2023 Q3: 636,135 shares, $27M, 8.1% of portfolio, Reduce −10.4%
- 2023 Q4: 715,412 shares, $38M, 11.0% of portfolio, Add +12.5%
- 2024 Q1: 847,531 shares, $75M, 19.9% of portfolio, Add +18.5%
- 2024 Q2: 819,631 shares, $106M, 25.4% of portfolio, Reduce −3.3%
- 2024 Q3: 761,731 shares, $133M, 27.4% of portfolio, Reduce −7.1%
- 2024 Q4: 547,514 shares, $111M, 23.9% of portfolio, Reduce −28.1%
- 2025 Q1: 547,514 shares, $114M, 25.3% of portfolio
- 2025 Q2: 510,352 shares, $172M, 31.8% of portfolio, Reduce −6.8%
- 2025 Q3: 445,255 shares, $168M, 30.8% of portfolio, Reduce −12.8%
- 2025 Q4: 303,403 shares, $128M, 29.8% of portfolio, Reduce −31.9%
- 2026 Q1: 377,298 shares, $119M, 31.1% of portfolio, Add +24.4%
- 2026 Q2: 1,763,296 shares, $116M, 30.3% of portfolio, Add +367.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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