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Sachem Head Capital Management LP

Position in CVNA — Carvana Co.

CIK 1582090 NEW YORK, NY

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$49,672,040
-$3,080,460 QoQ
Shares Held
790,000
+26.4% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
6 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

Sachem Head Capital Management LP holds $49,672,040 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
790,000 $49,672,040

All Filings in CVNA

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $49,672,040 790,000
2025-12-31 $52,752,500 625,000
2022-03-31 $12,048,290 505,000
2021-12-31 $17,152,460 370,000
2021-06-30 $21,731,040 360,000
2021-03-31 $9,184,000 175,000