Durable Capital Partners LP: CARVANA CO (CVNA): Quarterly 13F Position History
As of Q1 2026, Durable Capital Partners LP reported 995,741 shares of CARVANA CO (CVNA), worth $313.0M and representing 3.2% of its 13F equity book. Quarter-over-quarter share count change: + 70,696 (+7.6%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 995,741Shares Held (Latest Filing)
- $313.0MReported Market Value (Latest Filing)
- 3.2%Portfolio Weight (% of 13F Equity Book)
- +70,696Quarter-over-Quarter Share Change
- -$77.3MQuarter-over-Quarter Value Change
- 2,168,232Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 995,741 | +70,696 | +7.6% | $313.0M | 3.2% | $314.4 |
| Q4 2025 | 925,045 | +32,568 | +3.6% | $390.4M | 3.7% | $422.0 |
| Q3 2025 | 892,477 | 0 | — | $336.7M | 2.5% | $377.2 |
| Q2 2025 | 892,477 | 1,040,495 | -53.8% | $300.7M | 2.3% | $337.0 |
| Q1 2025 | 1,932,972 | 235,260 | -10.9% | $404.1M | 3.6% | $209.1 |
| Q4 2024 | 2,168,232 | +129,246 | +6.3% | $440.9M | 3.6% | $203.4 |
| Q3 2024 | 2,038,986 | +1,198,855 | +142.7% | $355.0M | 2.6% | $174.1 |
| Q2 2024 | 840,131 | — | — | $108.1M | 0.9% | $128.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Durable Capital Partners LP first disclose a CVNA position in 13F-HR filings?
Durable Capital Partners LP first reported CARVANA CO (CVNA) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Durable Capital Partners LP's most recent quarter-over-quarter share-count change in CVNA?
Between Q4 2025 and Q1 2026, Durable Capital Partners LP added 70,696 shares of CVNA (+7.6%), bringing the total reported position to 995,741 shares at a market value of $313.0M.
Does the implied price-per-share represent Durable Capital Partners LP's cost basis in CVNA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.