RV Capital (Robert Vinall) — CVNA Trade History
Quarter-by-quarter changes in the CARVANA CO position · CUSIP 146869102
Currently held · 4.8 YearsFirst seen: 2020 Q1split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 1,763,296 | -123,194 | -6.5% | $116.1M | 30.31% |
| 2026 Q1 | 2026-05-11 | Add | 1,886,490 | 369,475 | +24.4% | $118.8M | 31.05% |
| 2025 Q4 | 2026-01-30 | Reduce | 1,517,015 | -709,260 | -31.9% | $128.0M | 29.81% |
| 2025 Q3 | 2025-10-22 | Reduce | 2,226,275 | -325,485 | -12.8% | $168.0M | 30.75% |
| 2025 Q2 | 2025-07-08 | Reduce | 2,551,760 | -185,810 | -6.8% | $172.0M | 31.83% |
| 2025 Q1 | 2025-04-14 | Hold | 2,737,570 | — | 0.0% | $114.5M | 25.27% |
| 2024 Q4 | 2025-01-22 | Reduce | 2,737,570 | -1,071,085 | -28.1% | $111.3M | 23.86% |
| 2024 Q3 | 2024-11-12 | Reduce | 3,808,655 | -289,500 | -7.1% | $132.6M | 27.35% |
| 2024 Q2 | 2024-08-07 | Reduce | 4,098,155 | -139,500 | -3.3% | $105.5M | 25.38% |
| 2024 Q1 | 2024-05-02 | Add | 4,237,655 | 660,595 | +18.5% | $74.5M | 19.90% |
| 2023 Q4 | 2024-02-13 | Add | 3,577,060 | 396,385 | +12.5% | $37.9M | 10.96% |
| 2023 Q3 | 2023-10-10 | Reduce | 3,180,675 | -368,500 | -10.4% | $26.7M | 8.15% |
| 2023 Q2 | 2023-07-17 | Hold | 3,549,175 | — | 0.0% | $18.4M | 6.00% |
| 2023 Q1 | 2023-04-14 | Hold | 3,549,175 | — | 0.0% | $6.9M | 2.64% |
| 2022 Q4 | 2023-02-03 | Hold | 3,549,175 | — | 0.0% | $3.4M | 1.70% |
| 2022 Q3 | 2022-11-14 | Add | 3,549,175 | 962,500 | +37.2% | $14.4M | 6.88% |
| 2022 Q2 | 2022-08-15 | Add | 2,586,675 | 112,000 | +4.5% | $11.7M | 5.26% |
| 2022 Q1 | 2022-05-11 | Add | 2,474,675 | 1,809,500 | +272.0% | $59.0M | 18.28% |
| 2021 Q4 | 2022-02-08 | New | 665,175 | 665,175 | — | $30.8M | 7.98% |
| 2021 Q3 | 2021-10-27 | — | — | — | — | — | — |
| 2021 Q2 | 2021-07-28 | — | — | — | — | — | — |
| 2021 Q1 | 2021-04-30 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-04 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | Sold out | — | -473,210 | -100.0% | — | — |
| 2020 Q2 | 2020-08-10 | Hold | 473,210 | — | 0.0% | $11.4M | 4.45% |
| 2020 Q1 | 2020-05-08 | New | 473,210 | 473,210 | — | $5.2M | 3.70% |
| 2019 Q4 | 2020-02-05 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-09 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-09 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-06 | — | — | — | — | — | — |
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.