North Peak Capital Management, LLC / CVNA
North Peak Capital Management, LLC’s Carvana Co Position
Does North Peak Capital Management, LLC own Carvana Co (CVNA)? Yes — 421.0K shares worth $132M (+22.01% of its 13F portfolio) as of Q1 2026, up from 390.0K shares the prior filed quarter.
Position Value
$132M
Q1 2026
Shares
421.0K
% of Portfolio
+22.01%
Quarters Held
13
currently held
Position History CVNA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 421.0K | $132M | +22.01% |
| Q4 2025 | 390.0K | $165M | +13.99% |
| Q3 2025 | 477.3K | $180M | +15.78% |
| Q2 2025 | 364.5K | $123M | +9.64% |
| Q1 2025 | 407.0K | $85M | +8.54% |
| Q4 2024 | 220.0K | $45M | +5.93% |
| Q3 2024 | 145.1K | $25M | +3.55% |
| Q2 2024 | 239.0K | $31M | +3.61% |
| Q4 2019 | 421.2K | $39M | +10.48% |
| Q3 2019 | 366.7K | $24M | +10.40% |
| Q2 2019 | 311.9K | $20M | +10.97% |
| Q1 2019 | 336.2K | $20M | +12.56% |
| Q4 2018 | 64.3K | $2M | +1.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of CVNA.