Chicago Capital, LLC CVNA — Carvana Co Cl A

Ownership history in Chicago Capital, LLC  ·  27 quarters on record

AI Ownership Summary

Chicago Capital, LLC reported Carvana Co Cl A (CVNA) in 27 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.96% in 2026 Q2. The latest visible filing shows CVNA at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Capital, LLC's position in Carvana Co Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVNA was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVNA stock page Chicago Capital, LLC fund profile Chicago Capital, LLC full holdings
How Chicago Capital, LLC held CVNA — position size vs. price
% of Fund (quarterly)    CVNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 605,757 +598,316 +8040.8% 0.96% $39.9M 2026-07-28 $64.04
2026 Q1 REDUCED — — — 7,441 -198 -2.6% 0.06% $2.3M 2026-04-24 $81.82
2025 Q4 REDUCED — — — 7,639 -259 -3.3% 0.08% $3.2M 2026-01-26 $94.74
2025 Q3 REDUCED 10.0% +14.9% ❌ 7,898 -878 -10.0% 0.07% $3.0M 2025-10-22 $65.38
2025 Q2 ADDED — — — 8,776 +828 +10.4% 0.07% $3.0M 2025-07-17 $69.22
2025 Q1 ADDED — — — 7,948 +1,839 +30.1% 0.05% $1.7M 2025-04-17 $42.28
2024 Q4 ADDED — — — 6,109 +710 +13.2% 0.03% $1.2M 2025-01-24 $48.09
2024 Q3 REDUCED 93.3% +20.9% ❌ 5,399 -75,235 -93.3% 0.03% $940K 2024-10-18 $38.26
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVNA

As of 2026 Q2 — sorted by position size

KPS Global Asset Management UK Ltd 3Y 79.62% Lingotto Investment Management LLP 3Y 7Y 13.1% Capricorn Fund Managers Ltd 3Y 2.46% Taylor Frigon Capital Management LLC 3Y 7Y 1.76% Kondo Wealth Advisors, Inc. 0.99% IFC & Insurance Marketing, Inc. 0.42% Bank Pictet & Cie (Europe) AG 3Y 7Y 0.4% Royal Fund Management, LLC 3Y 0.38% Amanah Holdings Trust 0.35% Net Worth Advisory Group 0.29%

FAQ About Chicago Capital, LLC and CVNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Capital, LLC reported owning CVNA?

Chicago Capital, LLC reported CVNA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CVNA position in Chicago Capital, LLC's portfolio?

The largest reported portfolio weight for CVNA was 0.96% in 2026 Q2.

What is the latest reported CVNA position on this page?

The most recent filing on this page is 2026 Q2, when Chicago Capital, LLC reported 605,757 shares, equal to 0.96% of portfolio, with an estimated market value of $39.9M.

What does the chart on this CVNA ownership page compare?

The chart compares Chicago Capital, LLC's quarterly CVNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Capital, LLC time their CVNA position?

Based on 13F filing dates vs. subsequent CVNA price moves, Chicago Capital, LLC correctly timed 11 out of 26 reported position changes (42%). The annualised alpha on CVNA relative to SPY over the holding period was -8.1%.

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