SEC 13F Intelligence

Ardmore Road Asset Management LP / CVNA

Ardmore Road Asset Management LP’s Carvana Co Position

Does Ardmore Road Asset Management LP own Carvana Co (CVNA)? Not currently — the last reported position was 68.7K shares worth $29M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$29M
Q4 2025
Shares
68.7K
% of Portfolio
+2.20%
Quarters Held
6
position exited

Position History CVNA

Reported value by quarter
Q1 ’24: $967,010Q1 ’24Q2 ’24: $6MQ2 ’24Q4 ’24: $20MQ4 ’24Q1 ’25: $31MQ1 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $29MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202568.7K$29M+2.20%
Q3 202590.0K$34M+2.19%
Q1 2025150.0K$31M+3.22%
Q4 2024100.0K$20M+2.97%
Q2 202445.2K$6M+0.88%
Q1 202411.0K$967,010+0.17%

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