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CVNA in the 13F filings

Carvana Co · CUSIP 146869102

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 13 Feb 2024
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 7 listed it in both
Shares listed
16,776,055
combined, among listed positions
Reported value
$888m
combined, at the quarter end

Among the 93 comparable managers: 6 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing CVNA in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
T. Rowe Price Associates Inc5,346,602$283munder 0.1%Added+165,37916 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,687,960$195m0.17%Added+871,40714 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP2,438,386$129m0.30%Added+289,17414 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP2,390,735$127m0.30%Added+153,70014 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,786,800$95m0.15%Added+411,50013 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC561,984$30m0.12%Trimmed-18,90714 Feb 2024 (the filing on sec.gov)
Man Group PLC375,915$20m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp187,673$9.9m0.08%Trimmed-48,97714 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
24 in Q3 2024 to 25 in Q2 2026

Tracked managers listing it, at least.

010203040split20192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CVNA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20171$2.5mn.a.n.a.
Q3 20172$12mn.a.n.a.
Q4 20171$455kn.a.n.a.
Q2 20183$56mn.a.n.a.
Q3 20185$160mn.a.n.a.
Q4 20185$90mn.a.n.a.
Q1 20196$304mn.a.n.a.
Q2 20197$379mn.a.n.a.
Q3 20198$1.0bnn.a.n.a.
Q4 201911$1.7bnn.a.n.a.
Q1 202010$2.0bnn.a.n.a.
Q2 202012$4.2bnn.a.n.a.
Q3 202014$7.9bnn.a.n.a.
Q4 202015$8.8bnn.a.n.a.
Q1 202118$9.1bnn.a.n.a.
Q2 202120$11.3bnn.a.n.a.
Q3 202117$12.6bnn.a.n.a.
Q4 202113$11.5bnn.a.n.a.
Q1 20229$5.3bnn.a.n.a.
Q2 202214$895mn.a.n.a.
Q3 202210$876mn.a.n.a.
Q4 20221$67mn.a.n.a.
Q1 20233$165mn.a.n.a.
Q2 20239$350mn.a.n.a.
Q3 202310$639mn.a.n.a.
Q4 20238$888m62
Q1 202412$1.8bn93
Q2 202422$4.5bn184
Q3 202424$6.8bn1014
Q4 202425$7.6bn179
Q1 202525$8.6bn1314
Q2 202534$14.8bn2114
Q3 202536$16.7bn2012
Q4 202531$19.8bn2428
Q1 202628$16.8bn2029
Q2 2026 (split)25$17.7bn66

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CVNA and GOOGL →CVNA and AMZN →CVNA and GOOG →Choose a stock to compare with CVNA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CVNA, latest filings →Back to the 13F Explorer →