Goodnow Investment Group, LLC / CVNA
Goodnow Investment Group, LLC’s Carvana Co Position
Does Goodnow Investment Group, LLC own Carvana Co (CVNA)? Yes — 724.4K shares worth $228M (+24.95% of its 13F portfolio) as of Q1 2026, up from 710.1K shares the prior filed quarter.
Position Value
$228M
Q1 2026
Shares
724.4K
% of Portfolio
+24.95%
Quarters Held
30
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 724.4K | $228M | +24.95% |
| Q4 2025 | 710.1K | $300M | +27.96% |
| Q3 2025 | 651.3K | $246M | +23.51% |
| Q2 2025 | 751.0K | $253M | +23.58% |
| Q1 2025 | 860.6K | $180M | +19.40% |
| Q4 2024 | 749.6K | $152M | +15.02% |
| Q3 2024 | 880.0K | $153M | +16.25% |
| Q2 2024 | 1.10M | $142M | +16.45% |
| Q1 2024 | 1.32M | $116M | +13.97% |
| Q4 2023 | 1.46M | $78M | +10.90% |
| Q3 2023 | 1.44M | $61M | +10.19% |
| Q2 2023 | 1.48M | $38M | +5.51% |
| Q1 2023 | 1.47M | $14M | +2.36% |
| Q4 2022 | 1.01M | $5M | +0.77% |
| Q3 2022 | 1.15M | $23M | +3.94% |
| Q2 2022 | 1.15M | $26M | +3.99% |
| Q1 2022 | 846.0K | $101M | +10.67% |
| Q4 2021 | 805.4K | $187M | +15.78% |
| Q3 2021 | 776.8K | $234M | +19.52% |
| Q2 2021 | 860.4K | $260M | +21.78% |
| Q1 2021 | 814.3K | $214M | +19.50% |
| Q4 2020 | 824.4K | $197M | +19.92% |
| Q3 2020 | 926.1K | $207M | +23.37% |
| Q2 2020 | 1.61M | $193M | +23.01% |
| Q1 2020 | 1.73M | $95M | +18.13% |
| Q4 2019 | 1.61M | $148M | +19.83% |
| Q3 2019 | 1.90M | $125M | +17.79% |
| Q2 2019 | 1.88M | $117M | +15.59% |
| Q1 2019 | 2.00M | $116M | +16.06% |
| Q4 2018 | 1.91M | $62M | +11.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodnow Investment Group, LLC’s full portfolio or all institutional holders of CVNA.