CVNA — CARVANA CO

Ownership history in Shellback Capital, LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Shellback Capital, LP 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
0.72% (2025 Q3)
Avg. % of fund
0.35%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,000 +20,000 +200.0% 0.72% $11.3M $377.24
2024 Q3 REDUCED 10,000 -142,019 -93.4% 0.14% $1.7M $174.11
2017 Q3 REDUCED 152,019 -42,491 -21.8% 0.20% $2.2M $14.68
2017 Q2 INITIATED 194,510 — — 0.34% $4.0M $20.47
% 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% RV Capital AG 3Y 7Y 29.81% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 27.96% BRIGHTLIGHT CAPITAL MANAGEMENT LP 3Y 27.84% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 27.84%
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