Jefferies Group's CVNA Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 73,490 shares of Carvana Co. (CVNA) worth $4.62 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in CVNA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 253,360 shares. Largest reduction occurred in Q1 2026, reducing 194,675 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -194,675 | Reduce 72.60% | 73,490 | $62.88 |
| Q4 2025 | +253,360 | Add 1711.31% | 268,165 | $84.40 |
| Q3 2025 | -25,420 | Reduce 63.19% | 14,805 | $75.45 |
| Q2 2025 | +8,045 | New Buy | 40,225 | $67.39 |
| Q1 2023 | -125,000 | Sold Out | 0 | $0.00 |
| Q4 2022 | +25,000 | New Buy | 125,000 | $0.95 |
Jefferies Group's Carvana Co Investment FAQs
Jefferies Group first purchased Carvana Co. (CVNA) in Q4 2022, acquiring 125,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Carvana Co. (CVNA) for 6 quarters since Q4 2022.
Jefferies Group's largest addition to Carvana Co. (CVNA) was in Q4 2025, adding 268,165 shares worth $22.63 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 73,490 shares of Carvana Co. (CVNA), valued at approximately $4.62 M.
As of the Q1 2026 filing, Carvana Co. (CVNA) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Carvana Co. (CVNA) was 268,165 shares, as reported at the end of Q4 2025.