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Avalon Global Asset Management’s Carvana CVNA Stock Holding History

Avalon Global 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
2023
Q1 		– Sell
-425,000
Closed -$403K – 31
2022
Q4 		$403K Buy
+425,000
New +$897K 0.25% 25
2022
Q3 		– Sell
-250,000
Closed -$1.13M – 34
2022
Q2 		$1.13M Buy
+250,000
New +$2.63M 0.34% 40

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Global Asset Management's CVNA Position: Q2 2025 in Review

Avalon Global Asset Management sold out of Carvana (CVNA) in Q2 2025, closing a stake of 50,000 shares — an estimated $2.09M sold.

Avalon Global Asset Management first reported a position in CVNA in Q1 2025 and held it in 1 quarter. The position peaked at $2.09M in Q1 2025. 740 funds tracked by Wall St. Rank hold CVNA as of Q2 2025.

  • Avalon Global Asset Management reported no remaining Carvana position as of Q2 2025 after selling out during the quarter.
  • Avalon Global Asset Management sold 50,000 Carvana shares in Q2 2025, an estimated $2.09M.
  • Avalon Global Asset Management first reported a position in Carvana in Q1 2025 and held it in 1 quarter.
  • Avalon Global Asset Management's Carvana position peaked at $2.09M in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Carvana as of Q2 2025.

Based on Avalon Global Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.