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Palestra Capital Management LLC

Position in CVNA — Carvana Co.

CIK 1568788 NEW YORK, NY

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$25,025,088
+$332,529 QoQ
Shares Held
398,007
+36.0% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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

Palestra Capital Management LLC holds $25,025,088 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
398,007 $25,025,088

All Filings in CVNA

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7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $25,025,088 398,007
2025-12-31 $24,692,559 292,552
2025-09-30 $27,609,592 365,942
2025-06-30 $18,592,778 275,890
2025-03-31 $28,934,957 691,959
2024-12-31 $32,822,954 807,016
2024-09-30 $24,334,066 698,813