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Sachem Head Capital Management LP

Position in CVNA — Carvana Co.

CIK 1582090 NEW YORK, NY

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$294,544,500
+$46,184,300 QoQ
Shares Held
4,475,000
+13.3% QoQ
Ownership
0.407%
of shares outstanding
% of Portfolio
6.18%
of 13F equity value
Holder Rank
#29
of 814 holders
Holding Since
Mar 2021
7 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

Sachem Head Capital Management LP holds $294,544,500 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
4,475,000 $294,544,500

All Filings in CVNA

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $294,544,500 4,475,000
2026-03-31 $248,360,200 790,000
2025-12-31 $263,762,500 625,000
2022-03-31 $60,241,450 505,000
2021-12-31 $85,762,300 370,000
2021-06-30 $108,655,200 360,000
2021-03-31 $45,920,000 175,000