3CP
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3G Capital Partners’s Carvana CVNA Stock Holding History

3G Capital Partners’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51M Buy
775,000
+87,500
+13% +$6.19M 13.67% 1
2026
Q1 		$43.2M Sell
687,500
-62,500
-8% -$4.64M 15.34% 2
2025
Q4 		$63.3M Buy
750,000
+150,000
+25% +$11.2M 14.93% 2
2025
Q3 		$45.3M Buy
600,000
+150,000
+33% +$10.7M 10.73% 3
2025
Q2 		$30.3M Sell
450,000
-250,000
-36% -$13.7M 7.44% 9
2025
Q1 		$29.3M Buy
700,000
+525,000
+300% +$23.2M 8.41% 7
2024
Q4 		$7.12M Buy
175,000
+111,090
+174% +$4.99M 2.04% 13
2024
Q3 		$2.23M Sell
63,910
-286,090
-82% -$8.22M 0.75% 13
2024
Q2 		$9.01M Buy
+350,000
New +$7.04M 3.47% 10
2023
Q4 		– Sell
-575,000
Closed -$4.83M – 11
2023
Q3 		$4.83M Buy
575,000
+275,000
+92% +$2.37M 2.68% 11
2023
Q2 		$1.56M Buy
+300,000
New +$832K 1.57% 13
2022
Q2 		– Sell
-2,575,000
Closed -$61.4M – 6
2022
Q1 		$61.4M Buy
2,575,000
+300,000
+13% +$8.75M 23.59% 2
2021
Q4 		$105M Buy
2,275,000
+800,000
+54% +$44M 22.4% 1
2021
Q3 		$89M Buy
1,475,000
+50,000
+4% +$3.33M 19.34% 3
2021
Q2 		$86M Buy
1,425,000
+263,500
+23% +$14.3M 22.22% 1
2021
Q1 		$61M Buy
1,161,500
+661,500
+132% +$36.5M 22.63% 2
2020
Q4 		$24M Buy
500,000
+125,000
+33% +$5.71M 20.11% 1
2020
Q3 		$16.7M Buy
375,000
+85,000
+29% +$3.01M 16% 1
2020
Q2 		$6.97M Hold
290,000
– – 14.82% 4
2020
Q1 		$3.19M Buy
+290,000
New +$4.49M 17.64% 1

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

3G Capital Partners's CVNA Position: Q2 2026 in Review

3G Capital Partners increased its Carvana (CVNA) stake by 13% in Q2 2026, buying an estimated $6.19M and bringing the position to 775,000 shares worth $51M. The position accounts for 13.67% of the portfolio, ranked #1.

3G Capital Partners first reported a position in CVNA in Q1 2020 and has held it in 20 quarters since. The position peaked at $105M in Q4 2021. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • 3G Capital Partners held 775,000 shares of Carvana worth $51M as of Q2 2026.
  • 3G Capital Partners bought 87,500 Carvana shares in Q2 2026, an estimated $6.19M.
  • Carvana made up 13.67% of 3G Capital Partners's portfolio in Q2 2026, its #1 holding.
  • 3G Capital Partners first reported a position in Carvana in Q1 2020 and has held it in 20 quarters since.
  • 3G Capital Partners's Carvana position peaked at $105M in Q4 2021.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on 3G Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.