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Kinetic Partners Management, LP

Position in CVNA — Carvana Co.

CIK 1911448 Miami, FL

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$57,151,176
+$2,946,091 QoQ
Shares Held
868,295
+0.7% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#85
of 814 holders
Holding Since
Jun 2024
9 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

Kinetic Partners Management, LP holds $57,151,176 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
868,295 $57,151,176

All Filings in CVNA

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,151,176 868,295
2026-03-31 $54,205,085 172,419
2025-12-31 $63,386,981 150,199
2025-09-30 $84,938,981 225,159
2025-06-30 $65,659,688 194,859
2025-03-31 $33,623,618 160,817
2024-12-31 $22,759,441 111,917
2024-09-30 $54,618,307 313,700
2024-06-30 $66,007,616 512,800