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No Street GP LP

Position in CVNA — Carvana Co.

CIK 1765774 San Francisco, CA

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$79,072,396
-$8,010,864 QoQ
Shares Held
1,201,343
-13.3% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#73
of 814 holders
Holding Since
Mar 2021
12 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, 2026

No Street GP LP holds $134,746,396 across 2 Auto & Truck Dealerships names. CVNA ranks #1 (58.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
This page
1,201,343 $79,072,396

All Filings in CVNA

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $79,072,396 1,201,343
2026-03-31 $87,083,260 277,000
2025-12-31 $101,073,790 239,500
2025-09-30 $111,474,420 295,500
2025-06-30 $117,936,000 350,000
2025-03-31 $87,813,600 420,000
2024-12-31 $71,176,000 350,000
2024-09-30 $36,563,100 210,000
2024-06-30 $21,238,800 165,000
2021-09-30 $10,553,900 35,000
2021-06-30 $10,563,700 35,000
2021-03-31 $9,184,000 35,000