Joel Greenblatt's CVNA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 51,002 shares of Carvana Co. (CVNA) worth $21.52 M, representing 0.08% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CVNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 122,197 shares. Largest reduction occurred in Q1 2024, reducing 75,862 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -343 | Reduce 0.67% | 51,002 | $422.02 |
| Q3 2025 | -2,912 | Reduce 5.37% | 51,345 | $377.24 |
| Q2 2025 | +9,529 | Add 21.30% | 54,257 | $336.96 |
| Q1 2025 | +2,504 | Add 5.93% | 44,728 | $209.08 |
| Q4 2024 | -52,533 | Reduce 55.44% | 42,224 | $203.36 |
| Q3 2024 | -190 | Reduce 0.20% | 94,757 | $174.11 |
| Q2 2024 | -27,344 | Reduce 22.36% | 94,947 | $128.72 |
| Q1 2024 | -75,862 | Reduce 38.28% | 122,291 | $87.91 |
| Q4 2023 | -56,458 | Reduce 22.17% | 198,153 | $52.94 |
| Q3 2023 | +122,197 | Add 92.28% | 254,611 | $41.98 |
| Q2 2023 | +62,306 | Add 88.87% | 132,414 | $25.92 |
| Q1 2023 | +58,844 | Add 522.41% | 70,108 | $9.79 |
| Q4 2022 | +11,264 | New Buy | 11,264 | $4.74 |
| Q2 2021 | -1,631 | Sold Out | 0 | $0.00 |
| Q1 2021 | +1,631 | New Buy | 1,631 | $262.42 |
| Q4 2020 | -2,572 | Sold Out | 0 | $0.00 |
| Q3 2020 | -1,428 | Reduce 35.70% | 2,572 | $223.17 |
| Q2 2020 | +4,000 | New Buy | 4,000 | $120.25 |
| Q3 2019 | -6,713 | Sold Out | 0 | $0.00 |
| Q2 2019 | +6,713 | New Buy | 6,713 | $62.57 |
| Q4 2018 | -8,174 | Sold Out | 0 | $0.00 |
| Q3 2018 | +2,108 | Add 34.75% | 8,174 | $59.09 |
| Q2 2018 | +6,066 | New Buy | 6,066 | $41.54 |
Joel Greenblatt's Carvana Co Investment FAQs
Joel Greenblatt first purchased Carvana Co. (CVNA) in Q2 2018, acquiring 6,066 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Carvana Co. (CVNA) for 23 quarters since Q2 2018.
Joel Greenblatt's largest addition to Carvana Co. (CVNA) was in Q3 2023, adding 254,611 shares worth $10.69 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 51,002 shares of Carvana Co. (CVNA), valued at approximately $21.52 M.
As of the Q4 2025 filing, Carvana Co. (CVNA) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Carvana Co. (CVNA) was 254,611 shares, as reported at the end of Q3 2023.