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Selkirk Management LLC

SEC CIK
0001565432
Latest filing
Aug 14, 2026

CVNA holding history

Carvana Co. in every 13F filed by Selkirk Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVNA overviewAll 13F holders of CVNAFull Q2 2026 holdings

Shares (Q2 2026)
1,801,100
Value
$118.5M
% of portfolio
41.2%
Quarters held
22
Since Q1 2021
Holdings of CVNA by Selkirk Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,801,100$118.5M41.2%−25,000−1.4%ReducedConverted for a 5-for-1 splitHolders
Q1 2026365,220$114.8M39.0%00.0%UnchangedHolders
Q4 2025365,220$154.1M40.8%00.0%UnchangedHolders
Q3 2025365,220$137.8M37.8%00.0%UnchangedHolders
Q2 2025365,220$123.1M36.4%00.0%UnchangedHolders
Q1 2025365,220$76.4M29.3%00.0%UnchangedHolders
Q4 2024365,220$74.3M26.7%00.0%UnchangedHolders
Q3 2024365,220$63.6M26.0%00.0%UnchangedHolders
Q2 2024365,220$47.0M22.0%00.0%UnchangedHolders
Q1 2024365,220$32.1M16.5%00.0%UnchangedHolders
Q4 2023365,220$19.3M13.1%+39,000+12.0%AddedHolders
Q3 2023326,220$13.7M10.2%+10,000+3.2%AddedHolders
Q2 2023316,220$8.20M6.9%+243,000+331.9%AddedHolders
Q1 202373,220$716.8K0.8%00.0%UnchangedHolders
Q4 202273,220$347.1K0.5%00.0%UnchangedHolders
Q3 202273,220$1.49M1.8%+12,000+19.6%AddedHolders
Q2 202261,220$1.38M1.6%−30,200−33.0%ReducedHolders
Q1 202291,420$10.9M6.9%−5,000−5.2%ReducedHolders
Q4 202196,420$22.3M12.0%−69,800−42.0%ReducedHolders
Q3 2021166,220$50.1M20.4%00.0%UnchangedHolders
Q2 2021166,220$50.2M18.2%−15,000−8.3%ReducedHolders
Q1 2021181,220$47.6M15.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.