Cas Investment Partners, LLC / CVNA
Cas Investment Partners, LLC’s Carvana Co Position
Does Cas Investment Partners, LLC own Carvana Co (CVNA)? Yes — 4.54M shares worth $1.4B (+81.67% of its 13F portfolio) as of Q1 2026, down from 4.61M shares the prior filed quarter.
Position Value
$1.4B
Q1 2026
Shares
4.54M
% of Portfolio
+81.67%
Quarters Held
30
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.54M | $1.4B | +81.67% |
| Q4 2025 | 4.61M | $1.9B | +83.25% |
| Q3 2025 | 4.89M | $1.8B | +82.26% |
| Q2 2025 | 4.92M | $1.7B | +80.82% |
| Q1 2025 | 5.69M | $1.2B | +77.19% |
| Q4 2024 | 6.38M | $1.3B | +75.53% |
| Q3 2024 | 6.45M | $1.1B | +74.52% |
| Q2 2024 | 6.53M | $841M | +65.65% |
| Q1 2024 | 6.53M | $574M | +51.45% |
| Q4 2023 | 6.83M | $361M | +43.72% |
| Q3 2023 | 6.83M | $287M | +36.75% |
| Q2 2023 | 6.83M | $177M | +26.95% |
| Q1 2023 | 6.83M | $67M | +13.71% |
| Q4 2022 | 6.83M | $32M | +7.73% |
| Q3 2022 | 6.83M | $139M | +25.30% |
| Q2 2022 | 6.73M | $152M | +23.04% |
| Q1 2022 | 4.16M | $497M | +33.24% |
| Q4 2021 | 3.31M | $768M | +40.09% |
| Q3 2021 | 3.31M | $997M | +47.50% |
| Q2 2021 | 3.31M | $998M | +42.43% |
| Q1 2021 | 3.31M | $867M | +44.31% |
| Q4 2020 | 3.21M | $768M | +42.54% |
| Q3 2020 | 3.61M | $805M | +55.77% |
| Q2 2020 | 3.37M | $454M | +48.85% |
| Q1 2020 | 3.82M | $211M | +46.33% |
| Q4 2019 | 2.77M | $255M | +42.01% |
| Q3 2019 | 2.60M | $172M | +37.97% |
| Q2 2019 | 2.54M | $159M | +40.66% |
| Q1 2019 | 2.53M | $147M | +43.81% |
| Q4 2018 | 2.17M | $71M | +26.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cas Investment Partners, LLC’s full portfolio or all institutional holders of CVNA.