CARVANA CO

Ticker: CVNA CUSIP: 146869102 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (159)

Increased Positions (310)

Flight Deck Capital, LP
Value ($000) $13,446 (+94.8%) Shares 31,860 (+74.1%)
Alpine Global Management, LLC
Value ($000) $18,824 (+3986.7%) Shares 44,604 (+3553.1%)
GOODNOW INVESTMENT GROUP, LLC
Value ($000) $299,673 (+22.0%) Shares 710,091 (+9.0%)
3G Capital Partners LP
Value ($000) $63,303 (+39.8%) Shares 150,000 (+25.0%)
Dragoneer Investment Group, LLC
Value ($000) $413,352 (+61.4%) Shares 979,460 (+44.3%)
Whale Rock Capital Management LLC
Value ($000) $451,900 (+111.0%) Shares 1,070,802 (+88.6%)
Gavilan Investment Partners LLC
Value ($000) $36,294 (+39.4%) Shares 86,000 (+24.6%)
Wealth High Governance Capital Ltda
Value ($000) $15,463 (+241.6%) Shares 36,641 (+205.3%)
DEEPWATER ASSET MANAGEMENT, LLC
Value ($000) $11,343 (+133.4%) Shares 26,879 (+108.6%)
SANDS CAPITAL MANAGEMENT, LLC
Value ($000) $1,030,798 (+61.5%) Shares 2,442,534 (+44.4%)
RDST Capital LLC
Value ($000) $51,597 (+27.6%) Shares 122,262 (+14.0%)
Avala Global LP
Value ($000) $90,370 (+24.9%) Shares 214,136 (+11.7%)
MAVERICK CAPITAL LTD
Value ($000) $194,920 (+137.5%) Shares 461,874 (+112.3%)
Divisadero Street Capital Management, LP
Value ($000) $92,080 (+17.2%) Shares 218,189 (+4.7%)
Durable Capital Partners LP
Value ($000) $390,387 (+16.0%) Shares 925,045 (+3.6%)
SCGE MANAGEMENT, L.P.
Value ($000) $87,780 (+54.1%) Shares 208,000 (+37.7%)
Hunting Hill Global Capital, LLC
Value ($000) $2,007 (+180.0%) Shares 4,756 (+150.3%)
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Value ($000) $106,771 (+22.6%) Shares 253,000 (+9.6%)
MIRABELLA FINANCIAL SERVICES LLP
Value ($000) $40,598 (+13.2%) Shares 96,199 (+1.2%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $593,950 (+55.4%) Shares 1,407,398 (+38.9%)

Decreased Positions (231)

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Value ($000) $960,096 (-29.5%) Shares 2,275,000 (-37.0%)
GREENOAKS CAPITAL PARTNERS LLC
Value ($000) $1,787,513 (-10.0%) Shares 4,235,613 (-19.5%)
Engle Capital Management, L.P.
Value ($000) $2,532 (-84.6%) Shares 6,000 (-86.2%)
General Equity Holdings LP
Value ($000) $89,509 (-8.7%) Shares 212,096 (-18.4%)
Steadview Capital Management LLC
Value ($000) $120,940 (+3.6%) Shares 286,575 (-7.4%)
Anabranch Capital Management, LP
Value ($000) $34,617 (-16.9%) Shares 82,028 (-25.7%)
BERKSHIRE CAPITAL HOLDINGS INC
Value ($000) $4 (-100.0%) Shares 10 (-100.0%)
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Value ($000) $39,163 (-8.3%) Shares 92,800 (-18.0%)
CAS Investment Partners, LLC
Value ($000) $1,945,597 (+5.5%) Shares 4,610,200 (-5.7%)
North Peak Capital Management, LLC
Value ($000) $164,598 (-8.6%) Shares 390,023 (-18.3%)
RV Capital AG
Value ($000) $128,042 (-23.8%) Shares 303,403 (-31.9%)
Metavasi Capital LP
Value ($000) $4,687 (-61.8%) Shares 11,105 (-65.8%)
Styrax Capital, LP
Value ($000) $95,069 (-17.9%) Shares 225,272 (-26.6%)
MANE GLOBAL CAPITAL MANAGEMENT LP
Value ($000) $75,412 (-28.4%) Shares 178,693 (-36.0%)
Kinetic Partners Management, LP
Value ($000) $63,387 (-25.4%) Shares 150,199 (-33.3%)
Lingotto Investment Management LLP
Value ($000) $1,204,926 (+3.2%) Shares 2,855,140 (-7.7%)
Castle Hook Partners LP
Value ($000) $293,342 (-42.5%) Shares 695,090 (-48.6%)
No Street GP LP
Value ($000) $101,074 (-9.3%) Shares 239,500 (-19.0%)
BIT Capital GmbH
Value ($000) $466 (-99.2%) Shares 1,105 (-99.3%)
Palestra Capital Management LLC
Value ($000) $123,463 (-10.6%) Shares 292,552 (-20.1%)

Exited Positions (111)