CVNA
Carvana Co
Carvana Co historical holders
total: 13
RV Capital Carvana Co transactions over time
- Total transactions:
- 16
- New positions:
- 2
- Sold out:
- 1
- Added:
- 6
- Reduced:
- 7
- Held since:
- 2021 Q4
- Held for:
- 18 quarters
- Latest activity:
- 2026 Q1
Rob Vinall has been an institutional investor in Carvana Co (CVNA) since 2020 Q1. According to 2026 Q1 report, Rob Vinall holds 377,298 shares with a market value of roughly $118.82M representing 31.05% of their equity portfolio. The fund/company first acquired CVNA in 2020 Q1, initially purchasing 94,642 shares. Rob Vinall later completely sold out the position and reinvested in CVNA again in 2021 Q4. Since the initial investment, RV Capital has made 15 more transactions in this position.
Does Rob Vinall still hold CVNA?
Yes, Rob Vinall continues to hold Carvana Co (CVNA). According to their 2026 Q1 report, they maintain a position of 377,298 shares valued at approximately $118.82M, representing 31.05% of their equity portfolio.
When did Rob Vinall first invest in CVNA?
Rob Vinall first invested in Carvana Co (CVNA) in 2020 Q1 at the reported quarter-end price of $55.09 per share, acquiring 94,642 shares in their initial purchase.
What is Rob Vinall's average cost basis for CVNA?
Based on historical transaction data, Rob Vinall's estimated cost basis for Carvana Co (CVNA) is approximately $118.08 per share. This represents their average reported price* across all buy transactions.
Has Rob Vinall reinvested in CVNA after selling?
Yes, Rob Vinall has shown renewed interest in Carvana Co (CVNA). After completely selling their position, they reinitiated an investment in 2021 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $118.08
- Weighted AVG sell price:
- $254.56
CVNA transactions history by RV Capital
16 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
31.05%
|
377,298
|
$314.92
|
$118,818,309
|
+24.36% (+73,895)
|
+6.08%
|
|
2025 Q4
|
29.81%
|
303,403
|
$422.02
|
$128,042,134
|
-31.86% (-141,852)
|
-10.96%
|
|
2025 Q3
|
30.75%
|
445,255
|
$377.24
|
$167,967,996
|
-12.76% (-65,097)
|
-4.55%
|
|
2025 Q2
|
31.83%
|
510,352
|
$336.96
|
$171,968,210
|
-6.79% (-37,162)
|
-2.76%
|
|
2024 Q4
|
23.86%
|
547,514
|
$203.36
|
$111,342,447
|
-28.12% (-214,217)
|
-8.98%
|
|
2024 Q3
|
27.35%
|
761,731
|
$174.11
|
$132,624,984
|
-7.06% (-57,900)
|
-2.43%
|
|
2024 Q2
|
25.38%
|
819,631
|
$128.72
|
$105,502,902
|
-3.29% (-27,900)
|
-0.96%
|
|
2024 Q1
|
19.90%
|
847,531
|
$87.91
|
$74,506,450
|
+18.47% (+132,119)
|
+3.1%
|
|
2023 Q4
|
10.96%
|
715,412
|
$52.94
|
$37,873,911
|
+12.46% (+79,277)
|
+1.21%
|
|
2023 Q3
|
8.15%
|
636,135
|
$41.98
|
$26,704,947
|
-10.38% (-73,700)
|
-1.01%
|
|
2022 Q3
|
6.88%
|
$20.30
|
+37.21% (+192,500)
|
|||
|
2022 Q2
|
5.26%
|
$22.58
|
+4.53% (+22,400)
|
|||
|
2022 Q1
|
18.28%
|
$119.29
|
+272.03% (+361,900)
|
|||
|
2021 Q4
|
7.98%
|
$231.79
|
new
|
|||
|
2020 Q3
|
0.00%
|
$120.20
|
-100% (-94,642)
|
|||
|
2020 Q1
|
3.70%
|
$55.09
|
new
|
|||
* 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.