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SVN Capital Fund's investment thesis on Copart ($CPRT) — Q4 2025 | Buyside Digest

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$CPRTNASDAQCopart

BULL

SVN Capital Fund—CPRT

Fund Letter

Q4 2025

Published January 13, 2026

View Fund Profile

$33.72USD

-0.0% vs last month

$41.04Pitched

-17.8% since pitch

Market Cap$26.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

SVN Capital Fund 2025 Q4 (CPRT)

— Shreekkanth "Shree" Viswanathan

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What other investors think about $CPRT, and what else SVN Capital Fund is buying.

Other pitches on $CPRT

Other investors who've written on Copart

SVN Capital FundNEUTRAL

Pitched Jul 11, 2026

At Copart, CEO Jeff Liaw stepped down on June 29, and the stock fell on the news.

Qualivian Investment PartnersBEAR

Pitched Dec 1, 2025

Copart was exited due to deteriorating competitive dynamics following the acquisition of its primary rival, IAA, by RB Global, which led to aggressive pricing and lost market share. Additionally, a spike...

dbsilverfoxBULL

Pitched Aug 19, 2026•Pitched at $31.51

Copart, Inc. is a cash-generative business with a strong balance sheet and a deep moat in the online vehicle auction industry. The company's focus...

View all $CPRT pitches →