RV Capital — CVNA

How RV Capital'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

Q4 2025

Latest value

$118,818,309

Latest weight

31.1%

Peak weight

31.1%

Shares since first

+24.4%

Position Trend

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

RV Capital first reported 303,403 shares in Q4 2025 and most recently reported 377,298 shares in Q1 2026. Portfolio weight peaked at 31.1% in Q1 2026; the low reported weight was 29.8% in Q4 2025.

Since the first report, shares are +24.4% and reported value is -7.2%. Latest move: ADD