Position in CVNA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$24,674,428
-$14,741,395 QoQ
Shares Held
78,486
-16.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Derivatives in CVNA
reported options exposure · as of Sep 30, 2025CallValue
$754,480
CallShares
2,000
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 Mar 31, 2026LPL Financial LLC holds $58,850,899 across 12 Auto & Truck Dealerships names. CVNA ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
This page
|
78,486 | $24,674,428 | |
| 2 | AN |
Autonation, Inc.
|
74,509 | $14,548,627 | |
| 3 | KMX |
Carmax Inc
|
103,453 | $4,301,575 | |
| 4 | GPI |
Group 1 Automotive Inc
|
11,501 | $3,802,575 | |
| 5 | LAD |
Lithia Motors Inc
|
11,864 | $2,962,678 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
11,781 | $1,761,495 | |
| 7 | VVV |
Valvoline Inc
|
47,692 | $1,606,266 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
8,082 | $1,579,303 |
All Filings in CVNA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,674,428 | 78,486 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,415,823 | 93,398 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $754,480 | 2,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $30,897,087 | 81,903 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,960,551 | 71,108 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,800,684 | 56,441 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,692,623 | 42,745 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,908,336 | 39,678 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,848,753 | 37,669 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,597,277 | 40,920 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,270,596 | 42,890 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,496,083 | 35,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,296,051 | 50,002 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $409,212 | 41,799 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $157,988 | 33,331 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $612,187 | 30,157 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $623,343 | 27,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,233,339 | 10,339 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,870,081 | 8,068 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,164,059 | 10,493 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,002,203 | 9,947 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,934,944 | 11,185 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,756,786 | 7,334 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $899,824 | 4,034 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $418,175 | 3,479 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||