Sands Capital Management — CVNA Trade History
Quarter-by-quarter changes in the CARVANA CO position · CUSIP 146869102
Currently held · 1.5 YearsFirst seen: 2021 Q2split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 8,462,945 | -2,123,295 | -20.1% | $557.0M | 2.07% |
| 2026 Q1 | 2026-05-08 | Reduce | 10,586,240 | -1,626,430 | -13.3% | $665.6M | 2.61% |
| 2025 Q4 | 2026-02-13 | Add | 12,212,670 | 3,755,095 | +44.4% | $1.03B | 3.13% |
| 2025 Q3 | 2025-11-13 | Add | 8,457,575 | 3,951,440 | +87.7% | $638.1M | 1.76% |
| 2025 Q2 | 2025-08-13 | Add | 4,506,135 | 4,200,480 | +1374.3% | $303.7M | 0.87% |
| 2025 Q1 | 2025-05-14 | New | 305,655 | 305,655 | — | $12.8M | 0.04% |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-15 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-09 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | Sold out | — | -5,984,870 | -100.0% | — | — |
| 2021 Q4 | 2022-02-11 | Reduce | 5,984,870 | -221,595 | -3.6% | $277.4M | 0.52% |
| 2021 Q3 | 2021-11-03 | Reduce | 6,206,465 | -45,995 | -0.7% | $374.3M | 0.62% |
| 2021 Q2 | 2021-08-16 | New | 6,252,460 | 6,252,460 | — | $377.4M | 0.64% |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-17 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-17 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-11 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
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.