Louis Moore Bacon's CVNA Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 169,907 shares of Carvana Co. (CVNA) worth $64.1 M, representing 0.88% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in CVNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 225,322 shares. Largest reduction occurred in Q3 2024, reducing 579,438 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Louis Moore Bacon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2019 | +225,000 | New Buy | 225,000 | $62.59 |
| Q3 2019 | -225,000 | Sold Out | 225,000 | $0.00 |
| Q4 2020 | +9,002 | New Buy | 9,002 | $239.50 |
| Q1 2021 | -9,002 | Sold Out | 9,002 | $0.00 |
| Q2 2021 | +132,217 | New Buy | 132,217 | $301.82 |
| Q3 2021 | -64,623 | Reduce 48.88% | 67,594 | $301.54 |
| Q4 2021 | -67,594 | Sold Out | 67,594 | $0.00 |
| Q1 2022 | +62,399 | New Buy | 62,399 | $119.30 |
| Q2 2022 | -62,399 | Sold Out | 62,399 | $0.00 |
| Q3 2022 | +275,000 | New Buy | 275,000 | $20.30 |
| Q4 2022 | -275,000 | Sold Out | 275,000 | $0.00 |
| Q1 2024 | +488,655 | New Buy | 488,655 | $87.91 |
| Q2 2024 | +225,322 | Add 46.11% | 713,977 | $128.72 |
| Q3 2024 | -579,438 | Reduce 81.16% | 134,539 | $174.11 |
| Q4 2024 | +126,417 | Add 93.96% | 260,956 | $203.36 |
| Q1 2025 | -259,992 | Reduce 99.63% | 964 | $209.08 |
| Q2 2025 | +166,556 | Add 17277.59% | 167,520 | $336.96 |
| Q3 2025 | +2,387 | Add 1.42% | 169,907 | $377.24 |
Louis Moore Bacon's Carvana Co Investment FAQs
Louis Moore Bacon first purchased Carvana Co. (CVNA) in Q2 2019, acquiring 225,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Carvana Co. (CVNA) for 26 quarters since Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to Carvana Co. (CVNA) was in Q1 2024, adding 488,655 shares worth $42.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 169,907 shares of Carvana Co. (CVNA), valued at approximately $64.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Carvana Co. (CVNA) represents approximately 0.88% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's peak holding in Carvana Co. (CVNA) was 713,977 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.