Two Sigma Advisers, LP’s Carvana Co Position
Does Two Sigma Advisers, LP own Carvana Co (CVNA)? Not currently — the last reported position was 309.3K shares worth $131M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$131M
Q4 2025
Shares
309.3K
% of Portfolio
+0.25%
Quarters Held
13
position exited
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 309.3K | $131M | +0.25% |
| Q3 2025 | 785.8K | $296M | +0.59% |
| Q2 2025 | 1.68M | $567M | +1.16% |
| Q1 2025 | 1.08M | $227M | +0.51% |
| Q4 2024 | 1.68M | $341M | +0.79% |
| Q3 2024 | 1.95M | $340M | +0.80% |
| Q2 2024 | 2.40M | $309M | +0.69% |
| Q1 2024 | 2.38M | $209M | +0.48% |
| Q4 2023 | 2.39M | $127M | +0.30% |
| Q3 2023 | 2.24M | $94M | +0.24% |
| Q2 2023 | 2.18M | $57M | +0.14% |
| Q1 2023 | 134.4K | $1M | 0.00% |
| Q4 2022 | 272.2K | $1M | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of CVNA.