SEC 13F Intelligence

Selkirk Management LLC / CVNA

Selkirk Management LLC’s Carvana Co Position

Does Selkirk Management LLC own Carvana Co (CVNA)? Yes — 365.2K shares worth $115M (+39.03% of its 13F portfolio) as of Q1 2026.

Position Value
$115M
Q1 2026
Shares
365.2K
% of Portfolio
+39.03%
Quarters Held
30
currently held

Position History CVNA

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $23MQ4 ’19Q1 ’20: $8MQ2 ’20: $22MQ3 ’20: $40MQ4 ’20: $43MQ4 ’20Q1 ’21: $48MQ2 ’21: $50MQ3 ’21: $50MQ4 ’21: $22MQ4 ’21Q1 ’22: $11MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $347,063Q4 ’22Q1 ’23: $716,824Q2 ’23: $8MQ3 ’23: $14MQ4 ’23: $19MQ4 ’23Q1 ’24: $32MQ2 ’24: $47MQ3 ’24: $64MQ4 ’24: $74MQ4 ’24Q1 ’25: $76MQ2 ’25: $123MQ3 ’25: $138MQ4 ’25: $154MQ4 ’25Q1 ’26: $115Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026365.2K$115M+39.03%
Q4 2025365.2K$154M+40.76%
Q3 2025365.2K$138M+37.77%
Q2 2025365.2K$123M+36.39%
Q1 2025365.2K$76M+29.31%
Q4 2024365.2K$74M+26.67%
Q3 2024365.2K$64M+25.99%
Q2 2024365.2K$47M+22.04%
Q1 2024365.2K$32M+16.48%
Q4 2023365.2K$19M+13.08%
Q3 2023326.2K$14M+10.19%
Q2 2023316.2K$8M+6.39%
Q1 202373.2K$716,824+0.85%
Q4 202273.2K$347,063+0.47%
Q3 202273.2K$1M+1.77%
Q2 202261.2K$1M+1.62%
Q1 202291.4K$11M+6.89%
Q4 202196.4K$22M+11.95%
Q3 2021166.2K$50M+20.41%
Q2 2021166.2K$50M+18.24%
Q1 2021181.2K$48M+14.14%
Q4 2020181.2K$43M+14.06%
Q3 2020181.2K$40M+12.84%
Q2 2020181.2K$22M+9.35%
Q1 2020147.6K$8M+4.59%
Q4 2019250.0K$23M+6.27%
Q3 2019125.0K$8M+4.66%
Q2 2019125.0K$8M+4.21%
Q1 2019125.0K$7M+4.12%
Q4 201885.0K$3M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Selkirk Management LLC’s full portfolio or all institutional holders of CVNA.