Viking Global Investors — CVNA Trade History
Quarter-by-quarter changes in the CARVANA CO position · CUSIP 146869102
Currently held · 2.3 YearsFirst seen: 2019 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 12,322,311 | -1,577,864 | -11.4% | $811.1M | 2.31% |
| 2026 Q1 | 2026-05-15 | Add | 13,900,175 | 8,592,510 | +161.9% | $874.0M | 2.44% |
| 2025 Q4 | 2026-02-17 | Reduce | 5,307,665 | -5,198,540 | -49.5% | $448.0M | 1.19% |
| 2025 Q3 | 2025-11-14 | Add | 10,506,205 | 5,116,325 | +94.9% | $792.7M | 2.06% |
| 2025 Q2 | 2025-08-14 | Reduce | 5,389,880 | -7,379,425 | -57.8% | $363.2M | 1.05% |
| 2025 Q1 | 2025-05-15 | Add | 12,769,305 | 8,401,390 | +192.3% | $534.0M | 1.70% |
| 2024 Q4 | 2025-02-14 | Add | 4,367,915 | 3,022,475 | +224.6% | $177.7M | 0.57% |
| 2024 Q3 | 2024-11-14 | Reduce | 1,345,440 | -1,422,665 | -51.4% | $46.9M | 0.17% |
| 2024 Q2 | 2024-08-14 | New | 2,768,105 | 2,768,105 | — | $71.3M | 0.27% |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-05-16 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-07 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-13 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | Sold out | — | -601,435 | -100.0% | — | — |
| 2019 Q3 | 2019-11-13 | New | 601,435 | 601,435 | — | $7.9M | 0.04% |
| 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 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 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.