Renaissance Technologies — CVNA Trade History
Quarter-by-quarter changes in the CARVANA CO position · CUSIP 146869102
Currently held · 3 YearsFirst seen: 2019 Q4split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 5,122,450 | -883,640 | -14.7% | $337.2M | 0.46% |
| 2026 Q1 | 2026-05-14 | Reduce | 6,006,090 | -1,030,900 | -14.6% | $377.6M | 0.59% |
| 2025 Q4 | 2026-02-12 | Add | 7,036,990 | 1,971,430 | +38.9% | $594.0M | 0.92% |
| 2025 Q3 | 2025-11-13 | Hold | 5,065,560 | — | 0.0% | $382.2M | 0.51% |
| 2025 Q2 | 2025-08-13 | Add | 5,065,560 | 3,872,000 | +324.4% | $341.4M | 0.45% |
| 2025 Q1 | 2025-05-14 | Reduce | 1,193,560 | -3,068,295 | -72.0% | $49.9M | 0.08% |
| 2024 Q4 | 2025-02-13 | Reduce | 4,261,855 | -742,145 | -14.8% | $173.3M | 0.26% |
| 2024 Q3 | 2024-11-13 | Add | 5,004,000 | 937,000 | +23.0% | $174.2M | 0.26% |
| 2024 Q2 | 2024-08-09 | Add | 4,067,000 | 442,500 | +12.2% | $104.7M | 0.18% |
| 2024 Q1 | 2024-05-13 | Reduce | 3,624,500 | -5,309,500 | -59.4% | $63.7K | 0.10% |
| 2023 Q4 | 2024-02-13 | Add | 8,934,000 | 2,057,500 | +29.9% | $94.6K | 0.15% |
| 2023 Q3 | 2023-11-14 | New | 6,876,500 | 6,876,500 | — | $57.7K | 0.10% |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | Sold out | — | -14,875,000 | -100.0% | — | — |
| 2022 Q4 | 2023-02-13 | New | 14,875,000 | 14,875,000 | — | $14.1K | 0.02% |
| 2022 Q3 | 2022-11-14 | Sold out | — | -6,245,000 | -100.0% | — | — |
| 2022 Q2 | 2022-08-12 | New | 6,245,000 | 6,245,000 | — | $28.2M | 0.03% |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | Sold out | — | -1,982,000 | -100.0% | — | — |
| 2021 Q3 | 2021-11-12 | Reduce | 1,982,000 | -227,500 | -10.3% | $119.5M | 0.15% |
| 2021 Q2 | 2021-08-13 | Add | 2,209,500 | 766,000 | +53.1% | $133.4M | 0.17% |
| 2021 Q1 | 2021-05-13 | Add | 1,443,500 | 1,254,680 | +664.5% | $75.8M | 0.09% |
| 2020 Q4 | 2021-02-10 | New | 188,820 | 188,820 | — | $9.0M | 0.01% |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | Sold out | — | -2,297,000 | -100.0% | — | — |
| 2019 Q4 | 2020-02-13 | New | 2,297,000 | 2,297,000 | — | $42.3M | 0.03% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.