Position in CVNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,096,123,430
-$133,972,259 QoQ
Shares Held
16,653,349
-14.9% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#11
of 809 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,082,873,749 across 20 Auto & Truck Dealerships names. CVNA ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
This page
|
16,653,349 | $1,096,123,430 | |
| 2 | KMX |
Carmax Inc
|
2,564,007 | $135,610,329 | |
| 3 | LAD |
Lithia Motors Inc
|
422,764 | $122,808,713 | |
| 4 | OPLN |
OPENLANE, Inc.
|
2,711,088 | $111,805,269 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
506,710 | $101,889,246 | |
| 6 | VVV |
Valvoline Inc
|
2,524,867 | $99,833,240 | |
| 7 | GPI |
Group 1 Automotive Inc
|
311,552 | $90,714,595 | |
| 8 | AN |
Autonation, Inc.
|
480,842 | $89,335,634 |
All Filings in CVNA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,123,430 | 16,653,349 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,230,095,689 | 3,912,767 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,637,737,655 | 3,880,711 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $942,292,329 | 2,497,859 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $752,155,035 | 2,232,179 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $420,463,643 | 2,011,018 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $382,071,954 | 1,878,796 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $314,015,393 | 1,803,546 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $215,282,526 | 1,672,487 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $198,529,878 | 2,258,331 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $110,929,840 | 2,095,388 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $81,340,699 | 1,937,606 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $49,201,136 | 1,898,192 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,516,162 | 1,380,609 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,254,515 | 1,319,518 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,564,805 | 1,259,350 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,122,870 | 1,245,477 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $122,457,507 | 1,026,553 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $229,581,041 | 990,470 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $283,661,090 | 940,708 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $239,093,956 | 792,174 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $182,323,654 | 694,831 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $142,736,616 | 595,878 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $121,898,944 | 546,485 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $67,865,881 | 564,608 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,102,339 | 528,269 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||