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Carvana

Sector Consumer Discretionary

28 letters mention Carvana, from 6 managers. Page 1 of 2.

• Q1 2026 Saga Partners · Q1 2026 letter ↗ Joe Frankenfield · mentioned 2 times
• 2025 Saga Partners · 2025 letter ↗ Joe Frankenfield · mentioned 25 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q1 2025 Greenhaven Road Capital · Q1 2025 · Partners Fund ↗ Scott Miller · mentioned 6 times
• Q1 2025 Hayden Capital · Q1 2025 letter ↗ Fred Liu · mentioned once
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 22 times
• Q3 2024 Hayden Capital · Q3 2024 letter ↗ Fred Liu · mentioned once
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 80 times
• H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned once
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 18 times
• H2 2022 Saga Partners · H2 2022 letter ↗ Joe Frankenfield · mentioned 28 times
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 3 times
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 21 times
• Q2 2022 Greenhaven Road Capital · Q2 2022 · Partners Fund ↗ Scott Miller · mentioned once
• Q1 2022 Saga Partners · Q1 2022 letter ↗ Joe Frankenfield · mentioned 44 times
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned 4 times
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned once
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned once
• Q2 2020 Hayden Capital · Q2 2020 letter ↗ Fred Liu · mentioned once
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned once

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.