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Carvana

Sector Consumer Discretionary

28 letters mention Carvana, from 6 managers. Page 2 of 2.

• Q1 2020 Hayden Capital · Q1 2020 letter ↗ Fred Liu · mentioned 45 times
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · mentioned 2 times
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned 154 times
• Q4 2019 Hayden Capital · Q4 2019 letter ↗ Fred Liu · mentioned once
• Q2 2019 Hayden Capital · Q2 2019 letter ↗ Fred Liu · mentioned once
• Q2 2019 Greenhaven Road Capital · Q2 2019 · Partners Fund ↗ Scott Miller · mentioned once
• Q1 2019 Hayden Capital · Q1 2019 letter ↗ Fred Liu · mentioned 3 times
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.