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Hudson Bay Capital Management LP

Position in CVNA — Carvana Co.

CIK 1393825 STAMFORD, CT

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,311,002
-$17,433,298 QoQ
Shares Held
19,918
-92.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 809 holders
Holding Since
Dec 2021
9 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 Sep 30, 2024
CallValue
$0
CallShares
0
PutValue
$5,223,300
PutShares
150,000

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

Hudson Bay Capital Management LP holds $14,070,763 across 3 Auto & Truck Dealerships names. CVNA ranks #3 (9.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CVNA
Carvana Co.
This page
19,918 $1,311,002

All Filings in CVNA

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,311,002 19,918
2025-09-30 $18,744,300 49,688
2025-06-30 $5,552,426 16,478
2025-03-31 $1,335,603 6,388
2024-09-30 $5,223,300 30,000
2024-03-31 $4,395,500 50,000
2023-09-30 $2,099,000 50,000
2022-06-30 $1,693,500 75,000
2021-12-31 $1,158,950 5,000
2021-12-31 $1,158,950 5,000