Ardmore Road Asset Management’s Carvana CVNA Stock Holding History

Ardmore Road Asset 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 Q1	–	Sell	-343,605	Closed	-$29M	–	71
2025 Q4	$29M	Sell	343,605 -106,395	-24%	-$7.91M	2.2%	18
2025 Q3	$34M	Buy	+450,000	New	+$32.2M	2.19%	19
2025 Q2	–	Sell	-750,000	Closed	-$31.4M	–	44
2025 Q1	$31.4M	Buy	750,000 +250,000	+50%	+$11.1M	3.22%	12
2024 Q4	$20.3M	Buy	+500,000	New	+$22.5M	2.97%	11
2024 Q3	–	Sell	-226,000	Closed	-$5.82M	–	49
2024 Q2	$5.82M	Buy	226,000 +171,000	+311%	+$3.44M	0.88%	37
2024 Q1	$967K	Buy	+55,000	New	+$671K	0.17%	34

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

Ardmore Road Asset Management's CVNA Position: Q1 2026 in Review

Ardmore Road Asset Management sold out of Carvana (CVNA) in Q1 2026, closing a stake of 343,605 shares — an estimated $29M sold.

Ardmore Road Asset Management first reported a position in CVNA in Q1 2024 and held it in 6 quarters. The position peaked at $34M in Q3 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Ardmore Road Asset Management reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
Ardmore Road Asset Management sold 343,605 Carvana shares in Q1 2026, an estimated $29M.
Ardmore Road Asset Management first reported a position in Carvana in Q1 2024 and held it in 6 quarters.
Ardmore Road Asset Management's Carvana position peaked at $34M in Q3 2025.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.