ACM
CVNA icon

Anabranch Capital Management’s Carvana CVNA Stock Holding History

Anabranch 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
2026
Q2 		$45.9M Buy
698,029
+217,424
+45% +$15.4M 35.1% 1
2026
Q1 		$30.2M Buy
480,605
+70,465
+17% +$5.23M 26.3% 1
2025
Q4 		$34.6M Sell
410,140
-142,065
-26% -$10.6M 23.26% 2
2025
Q3 		$41.7M Buy
552,205
+5,930
+1% +$424K 26.23% 1
2025
Q2 		$36.8M Sell
546,275
-38,075
-7% -$2.09M 21.98% 2
2025
Q1 		$24.4M Sell
584,350
-16,950
-3% -$750K 15.81% 3
2024
Q4 		$24.5M Hold
601,300
– – 14.63% 4
2024
Q3 		$20.9M Buy
601,300
+31,600
+6% +$908K 12.29% 4
2024
Q2 		$14.7M Sell
569,700
-233,475
-29% -$4.7M 8.73% 7
2024
Q1 		$14.1M Sell
803,175
-133,575
-14% -$1.63M 8.23% 6
2023
Q4 		$9.92M Hold
936,750
– – 6.31% 7
2023
Q3 		$7.86M Hold
936,750
– – 5.75% 6
2023
Q2 		$4.86M Hold
936,750
– – 3.57% 7
2023
Q1 		$1.83M Hold
936,750
– – 1.5% 7
2022
Q4 		$888K Hold
936,750
– – 0.85% 8
2022
Q3 		$3.8M Sell
936,750
-136,740
-13% -$892K 4.09% 7
2022
Q2 		$4.85M Buy
1,073,490
+423,085
+65% +$4.45M 5.04% 7
2022
Q1 		$15.5M Buy
650,405
+248,215
+62% +$7.24M 10.66% 6
2021
Q4 		$18.6M Buy
402,190
+86,625
+27% +$4.77M 10.57% 5
2021
Q3 		$19M Hold
315,565
– – 10.92% 4
2021
Q2 		$19M Buy
315,565
+97,760
+45% +$5.32M 11.74% 4
2021
Q1 		$11.4M Buy
+217,805
New +$12M 8.27% 6

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

Anabranch Capital Management's CVNA Position: Q2 2026 in Review

Anabranch Capital Management increased its Carvana (CVNA) stake by 45% in Q2 2026, buying an estimated $15.4M and bringing the position to 698,029 shares worth $45.9M. The position accounts for 35.1% of the portfolio, ranked #1.

Anabranch Capital Management first reported a position in CVNA in Q1 2021 and has held it in 22 quarters since. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Anabranch Capital Management held 698,029 shares of Carvana worth $45.9M as of Q2 2026.
  • Anabranch Capital Management bought 217,424 Carvana shares in Q2 2026, an estimated $15.4M.
  • Carvana made up 35.1% of Anabranch Capital Management's portfolio in Q2 2026, its #1 holding.
  • Anabranch Capital Management first reported a position in Carvana in Q1 2021 and has held it in 22 quarters since.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Anabranch Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.