CVNA — CARVANA CO

Ownership history in RV Capital AG · 19 quarters on record

This page tracks every 13F SEC filing in which RV Capital AG reported a position in CARVANA CO (CVNA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

31.83% (2025 Q2)

Avg. % of fund

15.27%

First filed

2020 Q1

Last filed

2025 Q4

Quarters held

19

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	303,403	-141,852	-31.9%	29.81%	$128.0M	$422.02
2025 Q3	REDUCED	445,255	-65,097	-12.8%	30.75%	$168.0M	$377.24
2025 Q2	REDUCED	510,352	-37,162	-6.8%	31.83%	$172.0M	$336.96
2025 Q1	UNCHANGED	547,514	—	0%	25.27%	$114.5M	$209.08

% of Fund (quarterly) CVNA price (monthly, adj. close)

Other funds also holding CVNA

As of 2025 Q4 — sorted by position size

CAS Investment Partners, LLC 3Y 7Y 83.25% KPS Global Asset Management UK Ltd 3Y 77.46% GREENOAKS CAPITAL PARTNERS LLC 3Y 59.96% General Equity Holdings LP 3Y 7Y 55.93% Selkirk Management LLC 3Y 7Y 40.76% MASSACHUSETTS INSTITUTE OF TECHNOLOGY 3Y 7Y 32.4% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 27.96% BRIGHTLIGHT CAPITAL MANAGEMENT LP 3Y 27.84% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 27.84% Thrive Capital Management, LLC 3Y 7Y 27.18%

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