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SCOPUS ASSET MANAGEMENT, L.P.

Position in CVNA — Carvana Co.

CIK 1317583 NEW YORK, NY

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$66,922,485
+$8,644,293 QoQ
Shares Held
1,016,750
+9.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#77
of 814 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Mar 31, 2026
CallValue
$15,719,000
CallShares
250,000
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 Jun 30, 2026

SCOPUS ASSET MANAGEMENT, L.P. holds $68,780,385 across 2 Auto & Truck Dealerships names. CVNA ranks #1 (97.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
This page
1,016,750 $66,922,485

All Filings in CVNA

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $66,922,485 1,016,750
2026-03-31 $15,719,000 50,000
2026-03-31 $58,278,192 185,375
2025-12-31 $29,541,400 70,000
2025-09-30 $37,724,000 100,000
2025-09-30 $106,343,956 281,900
2025-09-30 $94,310,000 250,000
2025-06-30 $49,768,992 147,700
2025-06-30 $102,098,880 303,000
2025-03-31 $62,619,460 299,500
2025-03-31 $41,816,000 200,000
2024-12-31 $80,693,248 396,800
2024-09-30 $37,433,650 215,000
2022-03-31 $5,964,500 50,000
2022-03-31 $11,929,000 100,000
2021-09-30 $11,307,750 37,500
2021-09-30 $25,630,900 85,000
2020-12-31 $20,959,750 87,500
2020-06-30 $18,030,000 150,000
2020-03-31 $8,263,500 150,000