CAS Investment Partners, LLC

Position in CVNA — Carvana Co.

CIK 1697591 WESTPORT, CT

Back to CVNA Full portfolio

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$285,538,212

-$103,581,108 QoQ

Shares Held

4,541,291

-1.5% QoQ

Ownership

2.07%

of shares outstanding

% of Portfolio

43.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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

CAS Investment Partners, LLC holds $285,538,212 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	4,541,291	$285,538,212

All Filings in CVNA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$285,538,212	4,541,291	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$389,119,320	4,610,200	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$368,916,123	4,889,674	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$331,721,485	4,922,268	-13.4%	Shares	Sole	2025-08-14
2025-03-31	$1,188,625,863	5,685,029	0.0%	Shares	Sole	2025-05-15
2025-03-31	$237,725,172	5,685,029	-10.9%	Shares	Sole	2025-05-15
2024-12-31	$259,397,759	6,377,797	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$224,727,050	6,453,594	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$168,131,335	6,530,894	0.0%	Shares	Sole	2024-08-14
2024-03-31	$114,826,178	6,530,894	-4.3%	Shares	Sole	2024-05-15
2023-12-31	$72,292,778	6,827,803	0.0%	Shares	Sole	2024-02-14
2023-09-30	$57,326,233	6,827,803	0.0%	Shares	Sole	2023-11-14
2023-06-30	$35,395,330	6,827,803	0.0%	Shares	Sole	2023-08-14
2023-03-31	$13,368,838	6,827,803	0.0%	Shares	Sole	2023-05-15
2022-12-31	$6,472,757	6,827,803	0.0%	Shares	Sole	2023-02-14
2022-09-30	$27,720,880	6,827,803	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$30,382,758	6,727,803	+61.6%	Shares	Sole	2022-08-15
2022-03-31	$99,318,539	4,162,903	+25.6%	Shares	Sole	2022-05-16
2021-12-31	$153,644,458	3,314,303	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$199,319,628	3,305,028	0.0%	Shares	Sole	2021-11-15
2021-06-30	$199,504,710	3,305,028	0.0%	Shares	Sole	2021-08-13
2021-03-31	$173,447,869	3,305,028	+3.1%	Shares	Sole	2021-05-17
2020-12-31	$153,546,481	3,205,028	-11.1%	Shares	Sole	2021-02-16
2020-09-30	$160,914,324	3,606,974	+6.9%	Shares	Sole	2020-11-16
2020-06-30	$81,117,787	3,374,284	-11.8%	Shares	Sole	2020-08-14
2020-03-31	$42,135,961	3,824,284	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.