Antipodean Advisors LLC - CARVANA CO ownership

CARVANA CO's ticker is CVNA and the CUSIP is 146869102. A total of 242 filers reported holding CARVANA CO in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Antipodean Advisors LLC ownership history of CARVANA CO
ValueSharesWeighting
Q2 2023$259,200
+164.8%
10,0000.0%1.84%
+203.3%
Q1 2023$97,900
-17.4%
10,000
-60.0%
0.61%
+53.0%
Q4 2022$118,500
-98.4%
25,000
-93.0%
0.40%
-97.9%
Q3 2022$7,207,000
-21.2%
355,000
-12.3%
18.44%
+23.8%
Q2 2022$9,145,000
-81.1%
405,0000.0%14.90%
-57.4%
Q1 2022$48,312,000
-48.5%
405,0000.0%34.98%
-9.2%
Q4 2021$93,875,000
-23.1%
405,0000.0%38.54%
+11.5%
Q3 2021$122,124,000
-0.1%
405,0000.0%34.58%
+2.7%
Q2 2021$122,237,000
+15.0%
405,0000.0%33.66%
+2.5%
Q1 2021$106,272,000
+9.5%
405,0000.0%32.85%
+20.6%
Q4 2020$97,014,000
+7.4%
405,0000.0%27.25%
-17.6%
Q3 2020$90,339,000
+85.6%
405,0000.0%33.06%
+47.1%
Q2 2020$48,681,000
+126.6%
405,000
+3.8%
22.48%
+13.3%
Q1 2020$21,485,000
-48.1%
390,000
-13.3%
19.83%
-16.3%
Q4 2019$41,423,000
+74.3%
450,000
+25.0%
23.70%
+19.6%
Q3 2019$23,760,000
+13.3%
360,000
+7.5%
19.82%
-22.3%
Q2 2019$20,968,000
+32.7%
335,000
+23.1%
25.50%
+127.2%
Q1 2019$15,804,000
+130.1%
272,200
+29.6%
11.23%
-13.7%
Q4 2018$6,869,000
-60.3%
210,000
-28.3%
13.01%
-39.4%
Q3 2018$17,313,000
+767.0%
293,000
+510.4%
21.46%
+752.7%
Q2 2018$1,997,00048,0002.52%
Other shareholders
CARVANA CO shareholders Q4 2022
NameSharesValueWeighting ↓
General Equity Holdings LP 970,362$9,499,84422.36%
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 10,000,000$97,900,00019.16%
CAS Investment Partners, LLC 6,827,803$66,844,19113.71%
GREENOAKS CAPITAL PARTNERS LLC 7,370,124$72,153,51410.50%
Thrive Capital Management, LLC 2,948,220$28,863,07410.29%
Avenir Management Company, LLC 201,180$1,969,5529.73%
KPS Global Asset Management UK Ltd 1,072,500$10,499,7759.27%
Schusterman Interests, LLC 536,000$5,247,4408.15%
Lingotto Investment Management LLP 5,184,485$50,756,1083.64%
Pelham Capital Ltd. 990,621$9,698,1803.29%
View complete list of CARVANA CO shareholders