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North Peak Capital Management, LLC

Position in CVNA — Carvana Co.

CIK 1747888 NEW YORK, NY

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$151,838,117
+$19,495,141 QoQ
Shares Held
2,306,869
+9.6% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
16.87%
of 13F equity value
Holder Rank
#50
of 814 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 75% Shared 0% None 25%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

North Peak Capital Management, LLC holds $151,838,117 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
2,306,869 $151,838,117

All Filings in CVNA

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $151,838,117 2,306,869
2026-03-31 $132,342,976 420,965
2025-12-31 $164,597,506 390,023
2025-09-30 $180,072,873 477,343
2025-06-30 $122,833,713 364,535
2025-03-31 $85,091,796 406,982
2024-12-31 $44,735,742 219,983
2024-09-30 $25,262,316 145,094
2024-06-30 $30,769,357 239,041