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, 2026Spyglass 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,335,038 | 992,632 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,624,382 | 167,391 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $76,245,509 | 180,668 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||