Position in CVNA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,548,402
+$3,730,539 QoQ
Shares Held
1,801,100
-1.4% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
41.39%
of 13F equity value
Holder Rank
#58
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)
Derivatives in CVNA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$32,910,000
PutShares
500,000
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, 2026Selkirk Management LLC holds $119,353,682 across 2 Auto & Truck Dealerships names. CVNA ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
This page
|
1,801,100 | $118,548,402 | |
| 2 | ACVA |
ACV Auctions Inc.
|
112,000 | $805,280 |
All Filings in CVNA
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,910,000 | 500,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $118,548,402 | 1,801,100 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $114,817,863 | 365,220 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $154,130,144 | 365,220 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $137,775,592 | 365,220 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $123,064,531 | 365,220 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $76,360,197 | 365,220 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $74,271,139 | 365,220 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,588,454 | 365,220 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $47,011,118 | 365,220 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,106,490 | 365,220 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $19,334,746 | 365,220 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,694,715 | 326,220 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,196,422 | 316,220 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $716,823 | 73,220 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $347,062 | 73,220 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,486,366 | 73,220 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,382,347 | 61,220 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,905,491 | 91,420 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,349,191 | 96,420 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,121,978 | 166,220 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $50,168,520 | 166,220 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $47,552,128 | 181,220 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $43,409,438 | 181,220 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $40,422,933 | 181,220 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $21,782,644 | 181,220 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,131,008 | 147,595 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||