GOODNOW INVESTMENT GROUP, LLC: CARVANA CO (CVNA): Quarterly 13F Position History
As of Q1 2026, GOODNOW INVESTMENT GROUP, LLC reported 724,441 shares of CARVANA CO (CVNA), worth $227.7M and representing 24.9% of its 13F equity book. Quarter-over-quarter share count change: + 14,350 (+2.0%) . The position first appeared in Q2 2017 and has been disclosed across 36 13F-HR filings in Pactolio's tracked window.
- 724,441Shares Held (Latest Filing)
- $227.7MReported Market Value (Latest Filing)
- 24.9%Portfolio Weight (% of 13F Equity Book)
- +14,350Quarter-over-Quarter Share Change
- -$71.9MQuarter-over-Quarter Value Change
- 2,003,755Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 724,441 | +14,350 | +2.0% | $227.7M | 24.9% | $314.4 |
| Q4 2025 | 710,091 | +58,828 | +9.0% | $299.7M | 28.0% | $422.0 |
| Q3 2025 | 651,263 | 99,770 | -13.3% | $245.7M | 23.5% | $377.2 |
| Q2 2025 | 751,033 | 109,520 | -12.7% | $253.1M | 23.6% | $337.0 |
| Q1 2025 | 860,553 | +110,946 | +14.8% | $179.9M | 19.4% | $209.1 |
| Q4 2024 | 749,607 | 130,380 | -14.8% | $152.4M | 15.0% | $203.4 |
| Q3 2024 | 879,987 | 224,270 | -20.3% | $153.2M | 16.2% | $174.1 |
| Q2 2024 | 1,104,257 | 219,427 | -16.6% | $142.1M | 16.4% | $128.7 |
| Q1 2024 | 1,323,684 | 140,844 | -9.6% | $116.4M | 14.0% | $87.9 |
| Q4 2023 | 1,464,528 | +23,140 | +1.6% | $77.5M | 10.9% | $52.9 |
| Q3 2023 | 1,441,388 | 35,070 | -2.4% | $60.5M | 10.2% | $42.0 |
| Q2 2023 | 1,476,458 | +3,270 | +0.2% | $38.3M | 5.5% | $25.9 |
| Q1 2023 | 1,473,188 | +459,210 | +45.3% | $14.4M | 2.4% | $9.8 |
| Q4 2022 | 1,013,978 | 139,000 | -12.1% | $4.8M | 0.8% | $4.7 |
| Q3 2022 | 1,152,978 | +5,590 | +0.5% | $23.4M | 3.9% | $20.3 |
| Q2 2022 | 1,147,388 | +301,370 | +35.6% | $25.9M | 4.0% | $22.6 |
| Q1 2022 | 846,018 | +40,570 | +5.0% | $100.9M | 10.7% | $119.3 |
| Q4 2021 | 805,448 | +28,643 | +3.7% | $186.7M | 15.8% | $231.8 |
| Q3 2021 | 776,805 | 83,632 | -9.7% | $234.2M | 19.5% | $301.5 |
| Q2 2021 | 860,437 | +46,168 | +5.7% | $259.7M | 21.8% | $301.8 |
| Q1 2021 | 814,269 | 10,155 | -1.2% | $213.7M | 19.5% | $262.4 |
| Q4 2020 | 824,424 | 101,704 | -11.0% | $197.5M | 19.9% | $239.5 |
| Q3 2020 | 926,128 | 683,468 | -42.5% | $206.6M | 23.4% | $223.1 |
| Q2 2020 | 1,609,596 | 119,250 | -6.9% | $193.5M | 23.0% | $120.2 |
| Q1 2020 | 1,728,846 | +120,585 | +7.5% | $95.2M | 18.1% | $55.1 |
| Q4 2019 | 1,608,261 | 289,884 | -15.3% | $148.0M | 19.8% | $92.0 |
| Q3 2019 | 1,898,145 | +21,309 | +1.1% | $125.3M | 17.8% | $66.0 |
| Q2 2019 | 1,876,836 | 126,919 | -6.3% | $117.5M | 15.6% | $62.6 |
| Q1 2019 | 2,003,755 | +97,740 | +5.1% | $116.3M | 16.1% | $58.1 |
| Q4 2018 | 1,906,015 | +183,695 | +10.7% | $62.3M | 11.8% | $32.7 |
| Q3 2018 | 1,722,320 | 112,721 | -6.1% | $101.8M | 14.8% | $59.1 |
| Q2 2018 | 1,835,041 | +147,260 | +8.7% | $76.3M | 12.2% | $41.6 |
| Q1 2018 | 1,687,781 | +717,525 | +74.0% | $38.7M | 7.3% | $22.9 |
| Q4 2017 | 970,256 | +141,114 | +17.0% | $18.6M | 3.4% | $19.1 |
| Q3 2017 | 829,142 | +257,297 | +45.0% | $12.2M | 2.5% | $14.7 |
| Q2 2017 | 571,845 | — | — | $11.7M | 2.5% | $20.5 |
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 GOODNOW INVESTMENT GROUP, LLC first disclose a CVNA position in 13F-HR filings?
GOODNOW INVESTMENT GROUP, LLC first reported CARVANA CO (CVNA) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was GOODNOW INVESTMENT GROUP, LLC's most recent quarter-over-quarter share-count change in CVNA?
Between Q4 2025 and Q1 2026, GOODNOW INVESTMENT GROUP, LLC added 14,350 shares of CVNA (+2.0%), bringing the total reported position to 724,441 shares at a market value of $227.7M.
Does the implied price-per-share represent GOODNOW INVESTMENT GROUP, 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.