683 Capital Management’s Carvana CVNA Stock Holding History

683 Capital Management’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
2024 Q2	–	Sell	-900,000	Closed	-$15.8M	–	149
2024 Q1	$15.8M	Sell	900,000 -500,000	-36%	-$6.1M	1.16%	28
2023 Q4	$14.8M	Sell	1,400,000 -600,000	-30%	-$4.49M	1.21%	27
2023 Q3	$16.8M	Sell	2,000,000 -150,000	-7%	-$1.29M	1.31%	23
2023 Q2	$11.1M	Buy	2,150,000 +835,500	+64%	+$2.32M	0.8%	34
2023 Q1	$2.57M	Buy	+1,314,500	New	+$2.28M	0.19%	108

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

683 Capital Management's CVNA Position: Q1 2026 in Review

683 Capital Management increased its Carvana (CVNA) stake by 3.3% in Q1 2026, buying an estimated $1.86M and bringing the position to 775,000 shares worth $48.7M. The position accounts for 2.54% of the portfolio, ranked #5.

683 Capital Management first reported a position in CVNA in Q3 2017 and has held it in 34 quarters since. The position peaked at $181M in Q2 2021. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

683 Capital Management held 775,000 shares of Carvana worth $48.7M as of Q1 2026.
683 Capital Management bought 25,000 Carvana shares in Q1 2026, an estimated $1.86M.
Carvana made up 2.54% of 683 Capital Management's portfolio in Q1 2026, its #5 holding.
683 Capital Management first reported a position in Carvana in Q3 2017 and has held it in 34 quarters since.
683 Capital Management's Carvana position peaked at $181M in Q2 2021.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on 683 Capital Management's 13F filing for Q1 2026, filed 15 May 2026.