Avenir Management Company’s Carvana CVNA Stock Holding History

Avenir Management Company’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 Q3	$8.45M	Hold	1,005,900	–	–	19.29%	2
2023 Q2	$5.21M	Hold	1,005,900	–	–	14%	2
2023 Q1	$1.97M	Hold	1,005,900	–	–	9.73%	2
2022 Q4	$954K	Hold	1,005,900	–	–	2.21%	5
2022 Q3	$4.08M	Hold	1,005,900	–	–	6.94%	5
2022 Q2	$4.54M	Buy	1,005,900 +884,905	+731%	+$9.31M	7.77%	5
2022 Q1	$2.89M	Buy	+120,995	New	+$3.53M	2.64%	4

Other funds holding CVNA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avenir Management Company's CVNA Position: Q3 2023 in Review

Avenir Management Company held its Carvana (CVNA) position steady in Q3 2023 at 1,005,900 shares worth $8.45M. The position accounts for 19.29% of the portfolio, ranked #2.

Avenir Management Company first reported a position in CVNA in Q1 2022 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold CVNA as of Q3 2023.

Avenir Management Company held 1,005,900 shares of Carvana worth $8.45M as of Q3 2023.
Avenir Management Company left its Carvana share count unchanged in Q3 2023.
Carvana made up 19.29% of Avenir Management Company's portfolio in Q3 2023, its #2 holding.
Avenir Management Company first reported a position in Carvana in Q1 2022 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Carvana as of Q3 2023.

Based on Avenir Management Company's 13F filing for Q3 2023, filed 14 Nov 2023.