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Spyglass Capital Management LLC

Position in CVNA — Carvana Co.

CIK 1654344 San Francisco, CA

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$65,335,038
+$12,710,656 QoQ
Shares Held
992,632
+18.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#79
of 814 holders
Holding Since
Dec 2025
3 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

Spyglass Capital Management LLC holds $65,335,038 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
992,632 $65,335,038

All Filings in CVNA

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $65,335,038 992,632
2026-03-31 $52,624,382 167,391
2025-12-31 $76,245,509 180,668