Anabranch Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.8M Sell
109,255
-7,615
-7% -$2.57M 21.98% 2
2025
Q1
$24.4M Sell
116,870
-3,390
-3% -$709K 15.81% 3
2024
Q4
$24.5M Hold
120,260
14.63% 4
2024
Q3
$20.9M Buy
120,260
+6,320
+6% +$1.1M 12.29% 4
2024
Q2
$14.7M Sell
113,940
-46,695
-29% -$6.01M 8.73% 7
2024
Q1
$14.1M Sell
160,635
-26,715
-14% -$2.35M 8.23% 6
2023
Q4
$9.92M Hold
187,350
6.31% 7
2023
Q3
$7.86M Hold
187,350
5.75% 6
2023
Q2
$4.86M Hold
187,350
3.57% 7
2023
Q1
$1.83M Hold
187,350
1.5% 7
2022
Q4
$888K Hold
187,350
0.85% 8
2022
Q3
$3.8M Sell
187,350
-27,348
-13% -$555K 4.09% 7
2022
Q2
$4.85M Buy
214,698
+84,617
+65% +$1.91M 5.04% 7
2022
Q1
$15.5M Buy
130,081
+49,643
+62% +$5.92M 10.66% 6
2021
Q4
$18.6M Buy
80,438
+17,325
+27% +$4.02M 10.57% 5
2021
Q3
$19M Hold
63,113
10.92% 4
2021
Q2
$19M Buy
63,113
+19,552
+45% +$5.9M 11.74% 4
2021
Q1
$11.4M Buy
+43,561
New +$11.4M 8.27% 6