LongCVNAJun 2026
Carvana Co.
Carvana’s retail units continued to grow at roughly 40% year over year, which Optimist views as unusually strong organic growth. A visit to the Cleveland reconditioning center…
CVNA
Which hedge funds are long CVNA?
3 published ideas on Carvana Co. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Carvana Co.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCVNAJun 2026
Carvana Co.
Carvana’s retail units continued to grow at roughly 40% year over year, which Optimist views as unusually strong organic growth. A visit to the Cleveland reconditioning center…
LongCVNASep 2026
Carvana Co.
Carvana's retail units sold continued to grow at approximately 40% year over year. A visit to the Cleveland reconditioning center reinforced the fund's positive view of the…