WELLS FARGO & COMPANY/MN

Position in CVNA — Carvana Co.

CIK 72971 SAN FRANCISCO, CA

Back to CVNA Full portfolio

Position in CVNA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$48,363,588

-$18,205,421 QoQ

Shares Held

769,190

-2.5% QoQ

Ownership

0.351%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.28535212366255.ToString("F0")% Shared 0.ToString("F0")% None 0.7146478763374459.ToString("F0")%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$11,870,988

PutShares

188,800

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 Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $111,595,074 across 18 Auto & Truck Dealerships names. CVNA ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co. This page	769,190	$48,363,588
2	LAD	Lithia Motors Inc	62,623	$15,638,214
3	GPI	Group 1 Automotive Inc	28,708	$9,491,725
4	KMX	Carmax Inc	216,030	$8,982,525
5	ABG	Asbury Automotive Group Inc	44,768	$8,748,113
6	CARG	CarGurus, Inc.	154,234	$5,251,666
7	AN	Autonation, Inc.	24,300	$4,744,816
8	VVV	Valvoline Inc	106,346	$3,581,731

All Filings in CVNA

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,870,988	188,800	-75.5%	Put	Defined	2026-05-11
2026-03-31	$48,363,588	769,190	-2.5%	Shares	Defined	2026-05-11
2025-12-31	$66,569,009	788,695	+1692.5%	Shares	Defined	2026-02-13
2025-12-31	$3,713,776	44,000	-89.5%	Call	Defined	2026-02-13
2025-12-31	$35,424,358	419,700	+10.9%	Put	Defined	2026-02-13
2025-09-30	$28,557,068	378,500	-52.4%	Put	Defined	2025-11-13
2025-09-30	$60,047,476	795,879	+163.6%	Shares	Defined	2025-11-13
2025-06-30	$20,345,644	301,900	-57.3%	Put	Defined	2025-08-14
2025-06-30	$47,686,981	707,606	+97.3%	Shares	Defined	2025-08-14
2025-03-31	$14,995,676	358,611	+2198.8%	Shares	Defined	2025-05-13
2025-03-31	$652,329	15,600	-79.4%	Put	Defined	2025-05-13
2024-12-31	$3,077,730	75,672	+370.0%	Shares	Defined	2025-02-13
2024-12-31	$654,819	16,100	+78.9%	Call	Defined	2025-02-13
2024-09-30	$313,398	9,000	-95.8%	Call	Defined	2024-11-13
2024-09-30	$7,477,117	214,724	+302.2%	Shares	Defined	2024-11-13
2024-06-30	$1,374,239	53,381	-0.9%	Shares	Defined	2024-08-13
2024-03-31	$947,334	53,881	+17.8%	Shares	Defined	2024-05-10
2023-12-31	$484,209	45,732	+352.8%	Shares	Defined	2024-02-09
2023-12-31	$106,938	10,100	0.0%	Call	Defined	2024-02-09
2023-09-30	$84,799	10,100	-72.8%	Call	Defined	2023-11-13
2023-09-30	$311,313	37,079	-38.4%	Shares	Defined	2023-11-13
2023-06-30	$312,049	60,195	+226.6%	Shares	Defined	2023-08-15
2023-03-31	$36,080	18,428	-19.1%	Shares	Defined	2023-05-12
2022-12-31	$21,600	22,786	-91.2%	Shares	Defined	2023-02-13
2022-09-30	$1,045,450	257,500	+1081.2%	Put	Defined	2022-11-14
2022-09-30	$88,508	21,800	-70.9%	Call	Defined	2022-11-14
2022-09-30	$304,564	75,016	-11.4%	Shares	Defined	2022-11-14
2022-06-30	$382,359	84,668	-20.2%	Shares	Defined	2022-08-12
2022-03-31	$2,531,928	106,125	-3.9%	Shares	Defined	2022-05-16
2021-12-31	$5,118,385	110,410	-50.4%	Shares	Defined	2022-02-14
2021-09-30	$13,437,101	222,808	+3.2%	Shares	Defined	2021-11-15
2021-06-30	$13,038,018	215,990	-31.4%	Shares	Defined	2021-08-16
2021-03-31	$16,532,982	315,034	+11.5%	Shares	Defined	2021-05-13
2020-12-31	$13,531,708	282,452	-40.3%	Shares	Defined	2021-02-09
2020-09-30	$21,119,183	473,397	-19.8%	Shares	Defined	2020-11-05
2020-06-30	$14,191,193	590,316	-21.1%	Shares	Defined	2020-08-13
2020-03-31	$8,244,292	748,257	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.