Antipodean Advisors’s Carvana CVNA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$259K	–	14
2023 Q2	$259K	Hold	10,000	–	–	1.84%	7
2023 Q1	$97.9K	Sell	10,000 -15,000	-60%	-$147K	0.61%	8
2022 Q4	$119K	Sell	25,000 -330,000	-93%	-$1.56M	0.4%	8
2022 Q3	$7.21M	Sell	355,000 -50,000	-12%	-$1.02M	18.44%	2
2022 Q2	$9.15M	Hold	405,000	–	–	14.9%	3
2022 Q1	$48.3M	Hold	405,000	–	–	34.98%	1
2021 Q4	$93.9M	Hold	405,000	–	–	38.54%	1
2021 Q3	$122M	Hold	405,000	–	–	34.58%	1
2021 Q2	$122M	Hold	405,000	–	–	33.66%	1
2021 Q1	$106M	Hold	405,000	–	–	32.85%	1
2020 Q4	$97M	Hold	405,000	–	–	27.25%	1
2020 Q3	$90.3M	Hold	405,000	–	–	33.06%	1
2020 Q2	$48.7M	Buy	405,000 +15,000	+4%	+$1.8M	22.48%	1
2020 Q1	$21.5M	Sell	390,000 -60,000	-13%	-$3.31M	19.83%	3
2019 Q4	$41.4M	Buy	450,000 +90,000	+25%	+$8.28M	23.7%	1
2019 Q3	$23.8M	Buy	360,000 +25,000	+7%	+$1.65M	19.82%	1
2019 Q2	$21M	Buy	335,000 +62,800	+23%	+$3.93M	25.5%	1
2019 Q1	$15.8M	Buy	272,200 +62,200	+30%	+$3.61M	11.23%	1
2018 Q4	$6.87M	Sell	210,000 -83,000	-28%	-$2.71M	13.01%	3
2018 Q3	$17.3M	Buy	293,000 +245,000	+510%	+$14.5M	21.46%	2
2018 Q2	$2M	Buy	+48,000	New	+$2M	2.52%	7