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PAR CAPITAL MANAGEMENT INC

Position in CVNA — Carvana Co.

CIK 1051359 BOSTON, MA

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$21,872,799
-$7,725,320 QoQ
Shares Held
347,872
-0.8% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$90,537
PutShares
1,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

PAR CAPITAL MANAGEMENT INC holds $22,226,101 across 2 Auto & Truck Dealerships names. CVNA ranks #1 (98.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
This page
347,872 $21,872,799

All Filings in CVNA

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $21,872,799 347,872
2025-12-31 $29,598,119 350,672
2025-09-30 $90,537 1,200
2025-09-30 $26,902,644 356,572
2025-06-30 $31,483,655 467,172
2025-06-30 $188,697 2,800
2025-03-31 $15,772,995 377,200
2024-12-31 $12,374,049 304,240
2024-09-30 $17,564,216 504,400
2024-06-30 $13,026,464 506,000
2024-03-31 $8,896,492 506,000
2023-12-31 $4,256,376 402,000
2023-09-30 $3,375,192 402,000
2023-06-30 $1,461,888 282,000
2020-12-31 $2,946,342 61,500
2020-09-30 $3,568,960 80,000
2020-06-30 $8,860,855 368,588
2020-03-31 $33,241 3,017
2020-03-31 $4,061,102 368,588