Louis Moore Bacon's CVNA Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 123,280 shares of Carvana Co. (CVNA) worth $10.41 M, representing 0.15% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 19 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 Q1 2024, adding 2.44 M shares. Largest reduction occurred in Q3 2024, reducing 2.9 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -726,255 | Reduce 85.49% | 123,280 | $84.40 |
| Q3 2025 | +11,935 | Add 1.42% | 849,535 | $75.45 |
| Q2 2025 | +832,780 | Add 17277.59% | 837,600 | $67.39 |
| Q1 2025 | -1.3 M | Reduce 99.63% | 4,820 | $41.82 |
| Q4 2024 | +632,085 | Add 93.96% | 1.3 M | $40.67 |
| Q3 2024 | -2.9 M | Reduce 81.16% | 672,695 | $34.82 |
| Q2 2024 | +1.13 M | Add 46.11% | 3.57 M | $25.74 |
| Q1 2024 | +488,655 | New Buy | 2.44 M | $17.58 |
| Q4 2022 | -1.38 M | Sold Out | 0 | $0.00 |
| Q3 2022 | +275,000 | New Buy | 1.38 M | $4.06 |
| Q2 2022 | -311,995 | Sold Out | 0 | $0.00 |
| Q1 2022 | +62,399 | New Buy | 311,995 | $23.86 |
| Q4 2021 | -337,970 | Sold Out | 0 | $0.00 |
| Q3 2021 | -323,115 | Reduce 48.88% | 337,970 | $60.31 |
| Q2 2021 | +132,217 | New Buy | 661,085 | $60.36 |
| Q1 2021 | -45,010 | Sold Out | 0 | $0.00 |
| Q4 2020 | +9,002 | New Buy | 45,010 | $47.90 |
| Q3 2019 | -1.12 M | Sold Out | 0 | $0.00 |
| Q2 2019 | +225,000 | New Buy | 1.12 M | $12.52 |
Louis Moore Bacon's Carvana Co Investment FAQs
Louis Moore Bacon first purchased Carvana Co. (CVNA) in Q2 2019, acquiring 1,125,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Carvana Co. (CVNA) for 19 quarters since Q2 2019.
Louis Moore Bacon's largest addition to Carvana Co. (CVNA) was in Q2 2024, adding 3,569,885 shares worth $91.9 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 123,280 shares of Carvana Co. (CVNA), valued at approximately $10.41 M.
As of the Q4 2025 filing, Carvana Co. (CVNA) represents approximately 0.15% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Carvana Co. (CVNA) was 3,569,885 shares, as reported at the end of Q2 2024.