CARVANA CO · CUSIP 146869102 · CIK 1765681
As of 2026-03-31, Thrive Capital Management, LLC reported 226.76K CVNA (shares), valued at $71.29M, or 20.74% of its reported non-derivative portfolio. Filed 2026-05-14.
Verify history & sources →Shares unchanged; reported value decreased 25.51%, and weight changed -6.44 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 | Not reported | Not reported | — |
| Q1 2026 | 20.74% | 226,761 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 27.18% | 226,761 | SEC filing ↗Filed Mar 13, 2026Amended |
| Q3 2025 | 17.81% | 226,761 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 32.37% | 226,761 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 80.50% | 2,267,610 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 78.86% | 2,267,610 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 39.35% | 2,267,610 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 34.24% | 2,267,610 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 28.28% | 2,267,610 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 24.79% | 2,267,610 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 24.38% | 2,267,610 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 24.38% | 2,267,610 | $95.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 24.79% | 2,267,610 | $120.05M | Shares unchanged; reported value increased 26.11%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 28.28% | 2,267,610 | $199.35M | Shares unchanged; reported value increased 66.06%, and weight changed +3.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 34.24% | 2,267,610 | $291.89M | Shares unchanged; reported value increased 46.42%, and weight changed +5.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 39.35% | 2,267,610 | $394.81M | Shares unchanged; reported value increased 35.26%, and weight changed +5.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 78.86% | 2,267,610 | $461.14M | Shares unchanged; reported value increased 16.80%, and weight changed +39.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 80.50% | 2,267,610 | $474.11M | Shares unchanged; reported value increased 2.81%, and weight changed +1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 32.37% | 226,761 | $76.41M | Shares decreased 90.00%; reported value decreased 83.88%, and weight changed -48.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 17.81% | 226,761 | $85.54M | Shares unchanged; reported value increased 11.95%, and weight changed -14.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 27.18% | 226,761 | $95.70M | Shares unchanged; reported value increased 11.87%, and weight changed +9.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 13, 2026 |
| Q1 2026 | 20.74% | 226,761 | $71.29M | Shares unchanged; reported value decreased 25.51%, and weight changed -6.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.