CARVANA CO · CUSIP 146869102 · CIK 1697591
As of 2026-06-30, CAS Investment Partners, LLC reported 22.56M CVNA (shares), valued at $1.48B, or 78.85% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 396.77%; reported value increased 4.01%, and weight changed -2.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 78.85% | 22,559,570 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 81.67% | 4,541,291 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 83.25% | 4,610,200 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 82.26% | 4,889,674 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 80.82% | 4,922,268 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 77.19% | 5,685,029 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 75.53% | 6,377,797 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 74.52% | 6,453,594 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 65.65% | 6,530,894 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 51.45% | 6,530,894 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 43.72% | 6,827,803 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 43.72% | 6,827,803 | $361.46M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 51.45% | 6,530,894 | $574.13M | Shares decreased 4.35%; reported value increased 58.83%, and weight changed +7.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 65.65% | 6,530,894 | $840.66M | Shares unchanged; reported value increased 46.42%, and weight changed +14.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 74.52% | 6,453,594 | $1.12B | Shares decreased 1.18%; reported value increased 33.66%, and weight changed +8.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 75.53% | 6,377,797 | $1.30B | Shares decreased 1.17%; reported value increased 15.43%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 77.19% | 5,685,029 | $1.19B | Shares decreased 10.86%; reported value decreased 8.35%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 80.82% | 4,922,268 | $1.66B | Shares decreased 13.42%; reported value increased 39.54%, and weight changed +3.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 82.26% | 4,889,674 | $1.84B | Shares decreased 0.66%; reported value increased 11.21%, and weight changed +1.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 83.25% | 4,610,200 | $1.95B | Shares decreased 5.72%; reported value increased 5.48%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 81.67% | 4,541,291 | $1.43B | Shares decreased 1.49%; reported value decreased 26.62%, and weight changed -1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 78.85% | 22,559,570 | $1.48B | Shares increased 396.77%; reported value increased 4.01%, and weight changed -2.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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