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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Position in CVNA — Carvana Co.

CIK 1543170 NEW YORK, NY

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$768,448,500
+$34,371,200 QoQ
Shares Held
11,675,000
0.0% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
22.60%
of 13F equity value
Holder Rank
#14
of 814 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, 2026

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $768,448,500 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
11,675,000 $768,448,500

All Filings in CVNA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $768,448,500 11,675,000
2026-03-31 $734,077,300 2,335,000
2025-12-31 $960,095,500 2,275,000
2025-09-30 $1,361,567,805 3,609,288
2025-06-30 $1,216,185,684 3,609,288
2025-03-31 $754,629,935 3,609,288
2024-12-31 $1,000,734,560 4,921,000
2024-09-30 $870,550,000 5,000,000
2024-06-30 $643,600,000 5,000,000
2024-03-31 $439,550,000 5,000,000
2023-12-31 $502,400,600 9,490,000
2023-09-30 $419,800,000 10,000,000
2023-06-30 $259,200,000 10,000,000
2023-03-31 $97,900,000 10,000,000
2022-12-31 $47,400,000 10,000,000
2022-09-30 $132,965,000 6,550,000
2022-06-30 $138,867,000 6,150,000
2022-03-31 $596,450,000 5,000,000
2021-12-31 $869,212,500 3,750,000
2021-09-30 $1,130,775,000 3,750,000
2021-06-30 $1,196,252,402 3,963,463
2021-03-31 $1,040,012,691 3,963,463
2020-12-31 $949,407,927 3,963,463
2020-09-30 $964,114,839 4,322,222
2020-06-30 $519,531,084 4,322,222
2020-03-31 $238,111,209 4,322,222