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Divisadero Street Capital Management, LP

Position in CVNA — Carvana Co.

CIK 1901865 MIAMI, FL

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$71,249,825
-$20,830,296 QoQ
Shares Held
226,636
+3.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
14 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

Divisadero Street Capital Management, LP holds $78,884,409 across 3 Auto & Truck Dealerships names. CVNA ranks #1 (90.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
This page
226,636 $71,249,825

All Filings in CVNA

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $71,249,825 226,636
2025-12-31 $92,080,121 218,189
2025-09-30 $78,586,636 208,320
2025-06-30 $65,140,770 193,319
2025-03-31 $34,464,747 164,840
2024-12-31 $40,163,600 197,500
2024-09-30 $66,296,212 380,772
2024-06-30 $32,150,651 249,772
2024-03-31 $24,597,833 279,807
2023-12-31 $7,941,000 150,000
2023-09-30 $6,297,000 150,000
2023-06-30 $3,888,000 150,000
2022-09-30 $2,978,375 146,718
2022-06-30 $1,676,384 74,242