CAS Investment Partners — CVNA

How CAS Investment Partners's position in Carvana Co. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q1 2026

Latest value

$1,484,870,897

Latest weight

78.9%

Peak weight

81.7%

Shares since first

+396.8%

Position Trend

Shares, value, and weight from first report to latest report.

CAS Investment Partners first reported 4,541,291 shares in Q1 2026 and most recently reported 22,559,570 shares in Q2 2026. Portfolio weight peaked at 81.7% in Q1 2026; the low reported weight was 78.9% in Q2 2026.

Since the first report, shares are +396.8% and reported value is +4%. Latest move: ADD