Position in CVNA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,329,083
-$39,853,317 QoQ
Shares Held
1,754,709
-1.4% QoQ
Ownership
0.800%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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 Jun 30, 2025CallValue
$25,844,832
CallShares
383,500
PutValue
$0
PutShares
0
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, 2026LONE PINE CAPITAL LLC holds $110,329,083 across 1 Auto & Truck Dealerships name. CVNA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
This page
|
1,754,709 | $110,329,083 |
All Filings in CVNA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,329,083 | 1,754,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $150,182,400 | 1,779,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $133,187,675 | 1,765,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $118,966,491 | 1,765,291 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $25,844,832 | 383,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $16,036,436 | 383,500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $96,769,249 | 2,314,168 | Shares | Sole | 2025-05-15 | |
| 2021-09-30 | $129,198,371 | 2,142,309 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $129,318,340 | 2,142,309 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $126,382,808 | 2,408,209 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $117,291,479 | 2,448,265 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $20,425,946 | 849,665 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $56,193,728 | 5,100,175 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||