Atom Investors LP

Position in CVNA — Carvana Co.

CIK 1738902 AUSTIN, TX

Back to CVNA Full portfolio

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$394,195

+$46,451 QoQ

Shares Held

5,989

+45.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#506

of 809 holders

Holding Since

Sep 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Sep 30, 2021

CallValue

CallShares

PutValue

$572,926

PutShares

9,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

Atom Investors LP holds $3,443,052 across 4 Auto & Truck Dealerships names. CVNA ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACVA	ACV Auctions Inc.	295,159	$2,122,193
2	DRVN	Driven Brands Holdings Inc.	34,708	$483,829
3	OPLN	OPENLANE, Inc.	10,738	$442,835
4	CVNA	Carvana Co. This page	5,989	$394,195

All Filings in CVNA

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,195	5,989	+626.8%	Shares	Sole	2026-08-14
2025-12-31	$347,744	824	-91.4%	Shares	Sole	2026-02-17
2025-09-30	$3,598,492	9,539	—	Shares	Sole	2025-11-14
2021-09-30	$572,926	1,900	—	Put	Sole	2021-11-15
No filing history on record for this holder in this stock.