Gavilan Investment Partners LLC: CARVANA CO (CVNA): Quarterly 13F Position History
As of Q2 2026, Gavilan Investment Partners LLC reported 495,000 shares of CARVANA CO (CVNA), worth $32.6M and representing 7.9% of its 13F equity book. Quarter-over-quarter share count change: + 403,000 (+438.0%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 495,000Shares Held (Latest Filing)
- $32.6MReported Market Value (Latest Filing)
- 7.9%Portfolio Weight (% of 13F Equity Book)
- +403,000Quarter-over-Quarter Share Change
- +$3.7MQuarter-over-Quarter Value Change
- 495,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 495,000 | +403,000 | +438.0% | $32.6M | 7.9% | $65.8 |
| Q1 2026 | 92,000 | +6,000 | +7.0% | $28.9M | 7.8% | $314.4 |
| Q4 2025 | 86,000 | +17,000 | +24.6% | $36.3M | 8.7% | $422.0 |
| Q3 2025 | 69,000 | – | – | $26.0M | 5.8% | $377.2 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Gavilan Investment Partners LLC first disclose a CVNA position in 13F-HR filings?
Gavilan Investment Partners LLC first reported CARVANA CO (CVNA) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Gavilan Investment Partners LLC's most recent quarter-over-quarter share-count change in CVNA?
Between Q1 2026 and Q2 2026, Gavilan Investment Partners LLC added 403,000 shares of CVNA (+438.0%), bringing the total reported position to 495,000 shares at a market value of $32.6M.
Does the implied price-per-share represent Gavilan Investment Partners LLC'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.