David M. Polen
Polen Capital Management
Polen Capital Management Carvana Co stake
total: 588
Polen Capital Management CVNA trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 37,504 Carvana Co (CVNA) shares with a market value of roughly $2.47M accounting for 0.02% of the overall portfolio. To date, the estimated cost basis is nearly $141.59 for "buy" trades and estimated average "sell" price is $368.99. Polen Capital Management first purchased CVNA in 2025 Q2, initially acquiring 11,695 shares. Since the initial investment in Carvana Co (CVNA), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Carvana Co (CVNA)?
Polen Capital Management first invested in Carvana Co (CVNA) in 2025 Q2 at the reported quarter-end price of $336.96 per share.
What's the cost basis of Polen Capital Management's CVNA stake?
The estimated cost basis for Carvana Co (CVNA) stake is around $141.59 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $141.59
- Weighted AVG sell price:
- $368.99
Polen Capital Management's historical trades in Carvana Co
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.02%
|
37,504
|
$65.82
|
$2,468,513
|
+410.40% (+30,156)
|
+0.02%
|
|
2026 Q1
|
0.02%
|
7,348
|
$314.38
|
$2,310,064
|
-18.12% (-1,626)
|
-0%
|
|
2025 Q4
|
0.02%
|
8,974
|
$422.02
|
$3,787,207
|
-14.17% (-1,482)
|
-0%
|
|
2025 Q3
|
0.01%
|
10,456
|
$377.24
|
$3,944,421
|
-10.59% (-1,239)
|
-0%
|
|
2025 Q2
|
0.01%
|
11,695
|
$336.96
|
$3,940,747
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.