Abrams Bison Investments’s Carvana CVNA Stock Holding History

Abrams Bison Investments’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
2018 Q3	–	Sell	-12,500,000	Closed	-$104M	–	6
2018 Q2	$104M	Hold	12,500,000	–	–	14.28%	3
2018 Q1	$57.3M	Hold	12,500,000	–	–	8.97%	4
2017 Q4	$47.8M	Hold	12,500,000	–	–	8.41%	4
2017 Q3	$36.7M	Hold	12,500,000	–	–	6.12%	4
2017 Q2	$51.2M	Buy	+12,500,000	New	+$34.2M	8.94%	4

Other funds holding CVNA

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GIG

Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Abrams Bison Investments's CVNA Position: Q3 2018 in Review

Abrams Bison Investments sold out of Carvana (CVNA) in Q3 2018, closing a stake of 12,500,000 shares — an estimated $104M sold.

Abrams Bison Investments first reported a position in CVNA in Q2 2017 and held it in 5 quarters. The position peaked at $104M in Q2 2018. 160 funds tracked by Wall St. Rank hold CVNA as of Q3 2018.

Abrams Bison Investments reported no remaining Carvana position as of Q3 2018 after selling out during the quarter.
Abrams Bison Investments sold 12,500,000 Carvana shares in Q3 2018, an estimated $104M.
Abrams Bison Investments first reported a position in Carvana in Q2 2017 and held it in 5 quarters.
Abrams Bison Investments's Carvana position peaked at $104M in Q2 2018.
160 funds tracked by Wall St. Rank held Carvana as of Q3 2018.

Based on Abrams Bison Investments's 13F filing for Q3 2018, filed 14 Nov 2018.