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Octahedron Capital highlights Carvana (CVNA) as a top-five holding in its Q2 2026 investor letter, scaling up its position due to remedied execution missteps and re-accelerating unit growth.
The growth-focused investment firm believes Carvana is disrupting the used car industry, achieving all-time low labor hours per refurbishment unit, and expects higher retail gross profit per unit. Carvana closed at $74.72 per share on September 08, 2026, with a market capitalization of $82.82 billion.
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Source：Yahoo财经 · Source Link
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