Position in CVNA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,631
-$103,408 QoQ
Shares Held
435
-79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 809 holders
Holding Since
Dec 2024
6 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, 2026Bayforest Capital Ltd holds $1,271,365 across 9 Auto & Truck Dealerships names. CVNA ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABG |
Asbury Automotive Group Inc
|
2,326 | $467,712 | |
| 2 | KMX |
Carmax Inc
|
6,143 | $324,903 | |
| 3 | LAD |
Lithia Motors Inc
|
390 | $113,291 | |
| 4 | OPLN |
OPENLANE, Inc.
|
2,733 | $112,708 | |
| 5 | CARG |
CarGurus, Inc.
|
2,963 | $101,008 | |
| 6 | AN |
Autonation, Inc.
|
426 | $79,146 | |
| 7 | GPI |
Group 1 Automotive Inc
|
151 | $43,966 | |
| 8 | CVNA |
Carvana Co.
This page
|
435 | $28,631 |
All Filings in CVNA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,631 | 435 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $132,039 | 420 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $58,660 | 139 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $74,316 | 197 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $679,311 | 2,016 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $254,810 | 1,253 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||