Stephen Mandel Jr.'s CVNA Position
CARVANA CO — 20 quarters of data (Q1 2021 to Q4 2025)
Current Shares
1.78M
Current Value
$750.91M
Peak Shares
2.70M
Q1 2025
Overall Change
-26%
Shares Over Time
Q1 2021
2.41M
Q2 2021
2.14M
-11%
Q3 2021
2.14M
0%
Q4 2021
0
-100%
Q1 2022
0
-100%
Q2 2022
0
-100%
Q3 2022
0
-100%
Q4 2022
0
-100%
Q1 2023
0
-100%
Q2 2023
0
-100%
Q3 2023
0
-100%
Q4 2023
0
-100%
Q1 2024
0
-100%
Q2 2024
0
-100%
Q3 2024
0
-100%
Q4 2024
0
-100%
Q1 2025
2.70M
+100%
Q2 2025
2.15M
-20%
Q3 2025
1.77M
-18%
Q4 2025
1.78M
+1%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 1.78M | $750.91M | $422.02 | +1% | +14.0K |
| Q3 2025 2025-11-14 | 1.77M | $665.94M | $377.24 | -18% | -383,500 |
| Q2 2025 2025-08-14 | 2.15M | $724.06M | $336.96 | -20% | -548,877 |
| Q1 2025 2025-05-15 | 2.70M | $564.03M | $209.08 | +100% | +2.70M |
| Q4 2024 2025-02-14 | SOLD | - | - | -100% | 0 |
| Q3 2024 2024-11-14 | SOLD | - | - | -100% | 0 |
| Q2 2024 2024-08-14 | SOLD | - | - | -100% | 0 |
| Q1 2024 2024-05-15 | SOLD | - | - | -100% | 0 |
| Q4 2023 2024-02-14 | SOLD | - | - | -100% | 0 |
| Q3 2023 2023-11-14 | SOLD | - | - | -100% | 0 |
| Q2 2023 2023-08-14 | SOLD | - | - | -100% | 0 |
| Q1 2023 2023-05-15 | SOLD | - | - | -100% | 0 |
| Q4 2022 2023-02-14 | SOLD | - | - | -100% | 0 |
| Q3 2022 2022-11-14 | SOLD | - | - | -100% | 0 |
| Q2 2022 2022-08-15 | SOLD | - | - | -100% | 0 |
| Q1 2022 2022-05-16 | SOLD | - | - | -100% | 0 |
| Q4 2021 2022-02-14 | SOLD | - | - | -100% | -2,142,309 |
| Q3 2021 2021-11-15 | 2.14M | $645.99M | $301.54 | 0% | 0 |
| Q2 2021 2021-11-15 | 2.14M | $646.59M | $301.82 | -11% | -265,900 |
| Q1 2021 2021-05-18 | 2.41M | $631.91M | $262.40 | New | - |