Skip to main content

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Position in CVNA — Carvana Co.

CIK 1543170 NEW YORK, NY

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$146,815,460
-$45,203,640 QoQ
Shares Held
2,335,000
+2.6% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
6.63%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $146,815,460 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
2,335,000 $146,815,460

All Filings in CVNA

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $146,815,460 2,335,000
2025-12-31 $192,019,100 2,275,000
2025-09-30 $272,313,561 3,609,288
2025-06-30 $243,237,136 3,609,288
2025-03-31 $150,925,987 3,609,288
2024-12-31 $200,146,912 4,921,000
2024-09-30 $174,110,000 5,000,000
2024-06-30 $128,720,000 5,000,000
2024-03-31 $87,910,000 5,000,000
2023-12-31 $100,480,120 9,490,000
2023-09-30 $83,960,000 10,000,000
2023-06-30 $51,840,000 10,000,000
2023-03-31 $19,580,000 10,000,000
2022-12-31 $9,480,000 10,000,000
2022-09-30 $26,593,000 6,550,000
2022-06-30 $27,773,400 6,150,000
2022-03-31 $119,290,000 5,000,000
2021-12-31 $173,842,500 3,750,000
2021-09-30 $226,155,000 3,750,000
2021-03-31 $208,002,538 3,963,463
2020-12-31 $189,881,585 3,963,463
2020-09-30 $192,822,967 4,322,222
2020-06-30 $103,906,216 4,322,222
2020-03-31 $47,622,241 4,322,222