Dennis Hong - ShawSpring Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $267,608,814
Holdings Activity Buys Sells    History
Holding/activity history for  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 6.11 $24.98–48.43 · VW $37.00i SEC
2020   Q2 1,135,285 6.11 Reduce 35.97% 2.49 $9.52–26.51 · VW $18.49i $27,292,000 SEC
2020   Q1 1,773,105 6.91 Reduce 44.66% 10.56 $4.43–23.05 · VW $12.69i $19,536,000 SEC
2019   Q4 3,203,925 23.64 Add 5.91% 1.32 $12.89–19.84 · VW $16.84i $58,984,000 SEC
2019   Q3 3,025,025 26.08 Reduce 20.07% 5.57 $11.44–17.01 · VW $14.39i $39,930,000 SEC
2019   Q2 3,784,425 27.76 Reduce 13.65% 4.37 $11.18–15.37 · VW $12.85i $47,373,000 SEC
2019   Q1 4,382,530 32.01 Add 25.96% 6.60 $5.95–11.96 · VW $8.52i $50,890,000 SEC
2018   Q4 3,479,305 23.56 $6.54 $22,762,000 SEC
Price snapshot:
Current price$64.99
52-week low$54.46
52-week high$97.38