MORGAN STANLEY

Position in CVNA — Carvana Co.

CIK 895421 NEW YORK, NY

Back to CVNA Full portfolio

Position in CVNA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$423,877,289

-$220,343,409 QoQ

Shares Held

1,348,296

-11.7% QoQ

Ownership

0.615%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.1382070405905.ToString("F0")% Shared 0.ToString("F0")% None 13.861792959409506.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

MORGAN STANLEY holds $1,181,545,538 across 20 Auto & Truck Dealerships names. CVNA ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co. This page	1,348,296	$423,877,289
2	VVV	Valvoline Inc	3,707,612	$124,872,364
3	KMX	Carmax Inc	2,534,739	$105,394,438
4	AN	Autonation, Inc.	486,837	$95,059,787
5	PAG	Penske Automotive Group, Inc.	577,672	$86,373,512
6	GPI	Group 1 Automotive Inc	185,642	$61,378,809
7	OPLN	OPENLANE, Inc.	1,877,119	$54,718,013
8	CARG	CarGurus, Inc.	1,365,642	$46,500,104

All Filings in CVNA

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$423,877,289	1,348,296	-11.7%	Shares	Defined	2026-05-15
2025-12-31	$644,220,698	1,526,517	+15.1%	Shares	Defined	2026-05-27
2025-09-30	$500,391,500	1,326,454	+2.6%	Shares	Defined	2026-05-27
2025-06-30	$435,534,273	1,292,540	-10.2%	Shares	Defined	2025-08-15
2025-03-31	$300,902,284	1,439,173	-72.8%	Shares	Defined	2025-05-15
2024-12-31	$1,075,339,000	5,287,859	-4.1%	Shares	Defined	2025-05-15
2024-09-30	$960,038,529	5,513,977	-10.6%	Shares	Defined	2025-05-14
2024-06-30	$794,208,185	6,170,045	-58.1%	Shares	Defined	2025-05-14
2024-03-31	$1,293,402,595	14,712,804	-13.2%	Shares	Defined	2024-10-17
2023-12-31	$897,317,271	16,949,703	+14.9%	Shares	Defined	2024-08-16
2023-09-30	$619,478,284	14,756,510	+13.8%	Shares	Defined	2023-11-15
2023-06-30	$336,247,222	12,972,501	-6.7%	Shares	Defined	2023-08-14
2023-03-31	$136,190,907	13,911,227	-1.2%	Shares	Defined	2023-05-15
2022-12-31	$66,754,141	14,083,153	+65.1%	Shares	Defined	2023-02-14
2022-09-30	$173,127,774	8,528,462	+63.9%	Shares	Defined	2022-11-14
2022-06-30	$117,478,317	5,202,760	-27.4%	Shares	Defined	2022-10-27
2022-03-31	$855,330,411	7,170,177	+31.7%	Shares	Defined	2022-10-27
2021-12-31	$1,262,210,818	5,445,493	-0.4%	Shares	Defined	2022-02-14
2021-09-30	$1,648,081,038	5,465,547	-16.8%	Shares	Defined	2021-11-15
2021-06-30	$1,983,226,921	6,570,893	+0.8%	Shares	Defined	2021-08-23
2021-03-31	$1,710,903,364	6,520,211	-2.7%	Shares	Defined	2021-05-17
2020-12-31	$1,605,004,950	6,700,363	-22.9%	Shares	Defined	2021-02-16
2020-09-30	$1,938,840,195	8,692,012	+1.6%	Shares	Defined	2020-11-13
2020-06-30	$1,028,399,346	8,555,735	+12.9%	Shares	Defined	2020-08-14
2020-03-31	$417,314,847	7,575,147	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.