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North Peak Capital Management, LLC

Position in CVNA — Carvana Co.

CIK 1747888 NEW YORK, NY

Position in CVNA

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$26,468,595
-$6,450,906 QoQ
Shares Held
420,965
+7.9% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 77.82262183316902.ToString("F0")% Shared 0.ToString("F0")% None 22.177378166830973.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

North Peak Capital Management, LLC holds $90,215,259 across 2 Auto & Truck Dealerships names. CVNA ranks #2 (29.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CVNA
Carvana Co.
This page
420,965 $26,468,595

All Filings in CVNA

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,468,595 420,965
2025-12-31 $32,919,501 390,023
2025-09-30 $36,014,574 477,343
2025-06-30 $24,566,742 364,535
2025-03-31 $17,018,359 406,982
2024-12-31 $8,947,148 219,983
2024-09-30 $5,052,463 145,094
2024-06-30 $6,153,871 239,041