WELLS FARGO & COMPANY/MN

Position in CVNA — Carvana Co.

CIK 72971 SAN FRANCISCO, CA

Back to CVNA Full portfolio

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$237,534,767

-$4,283,183 QoQ

Shares Held

3,608,854

-6.2% QoQ

Ownership

0.328%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#34

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$43,869,030

PutShares

666,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $332,895,880 across 17 Auto & Truck Dealerships names. CVNA ranks #1 (71.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co. This page	3,608,854	$237,534,767
2	ABG	Asbury Automotive Group Inc	154,075	$30,981,399
3	LAD	Lithia Motors Inc	59,210	$17,199,912
4	KMX	Carmax Inc	197,774	$10,460,265
5	CARG	CarGurus, Inc.	243,996	$8,317,823
6	OPLN	OPENLANE, Inc.	197,454	$8,143,001
7	GPI	Group 1 Automotive Inc	23,467	$6,832,884
8	AN	Autonation, Inc.	25,065	$4,656,825

All Filings in CVNA

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,869,030	666,500	+253.0%	Put	Defined	2026-08-14
2026-06-30	$237,534,767	3,608,854	+369.2%	Shares	Defined	2026-08-14
2026-03-31	$59,354,944	188,800	-55.0%	Put	Defined	2026-05-11
2026-03-31	$241,817,950	769,190	-2.5%	Shares	Defined	2026-05-11
2025-12-31	$332,845,060	788,695	-0.9%	Shares	Defined	2026-02-13
2025-12-31	$18,568,880	44,000	+173.3%	Call	Defined	2026-02-13
2025-12-31	$177,121,794	419,700	+10.9%	Put	Defined	2026-02-13
2025-09-30	$142,785,340	378,500	+25.4%	Put	Defined	2025-11-13
2025-09-30	$300,237,391	795,879	+12.5%	Shares	Defined	2025-11-13
2025-06-30	$101,728,224	301,900	+1835.3%	Put	Defined	2025-08-14
2025-06-30	$238,434,915	707,606	+97.3%	Shares	Defined	2025-08-14
2025-03-31	$74,978,385	358,611	+373.9%	Shares	Defined	2025-05-13
2025-03-31	$3,261,648	15,600	-93.9%	Put	Defined	2025-05-13
2024-12-31	$15,388,656	75,672	-64.8%	Shares	Defined	2025-02-13
2024-12-31	$3,274,096	16,100	+78.9%	Call	Defined	2025-02-13
2024-09-30	$1,566,990	9,000	-10.9%	Call	Defined	2024-11-13
2024-09-30	$37,385,593	214,724	+302.2%	Shares	Defined	2024-11-13
2024-06-30	$6,871,200	53,381	-0.9%	Shares	Defined	2024-08-13
2024-03-31	$4,736,677	53,881	+17.8%	Shares	Defined	2024-05-10
2023-12-31	$2,421,050	45,732	+23.3%	Shares	Defined	2024-02-09
2023-12-31	$534,694	10,100	0.0%	Call	Defined	2024-02-09
2023-09-30	$423,998	10,100	-53.7%	Call	Defined	2023-11-13
2023-09-30	$1,556,575	37,079	-38.4%	Shares	Defined	2023-11-13
2023-06-30	$1,560,252	60,195	+226.6%	Shares	Defined	2023-08-15
2023-03-31	$180,408	18,428	-19.1%	Shares	Defined	2023-05-12
2022-12-31	$108,003	22,786	-69.6%	Shares	Defined	2023-02-13
2022-09-30	$5,227,250	257,500	—	Put	Defined	2022-11-14
2022-09-30	$442,540	21,800	—	Call	Defined	2022-11-14
2022-09-30	$1,522,824	75,016	-11.4%	Shares	Defined	2022-11-14
2022-06-30	$1,911,802	84,668	-20.2%	Shares	Defined	2022-08-12
2022-03-31	$12,659,649	106,125	-3.9%	Shares	Defined	2022-05-16
2021-12-31	$25,591,933	110,410	-50.4%	Shares	Defined	2022-02-14
2021-09-30	$67,185,521	222,808	+3.2%	Shares	Defined	2021-11-15
2021-06-30	$65,190,098	215,990	-31.4%	Shares	Defined	2021-08-16
2021-03-31	$82,664,919	315,034	+11.5%	Shares	Defined	2021-05-13
2020-12-31	$67,658,550	282,452	-40.3%	Shares	Defined	2021-02-09
2020-09-30	$105,595,932	473,397	-19.8%	Shares	Defined	2020-11-05
2020-06-30	$70,955,980	590,316	-21.1%	Shares	Defined	2020-08-13
2020-03-31	$41,221,475	748,257	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.