Balyasny Asset Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
103,515
+22,147
| +27% | +$7.46M | 0.05% | 345 |
|
|
2025
Q1 | $17M | Sell |
81,368
-63,593
| -44% | -$13.3M | 0.03% | 494 |
|
|
2024
Q4 | $29.5M | Sell |
144,961
-107,506
| -43% | -$21.9M | 0.04% | 383 |
|
|
2024
Q3 | $44M | Buy |
252,467
+15,820
| +7% | +$2.75M | 0.07% | 259 |
|
|
2024
Q2 | $30.5M | Buy |
236,647
+62,824
| +36% | +$8.09M | 0.05% | 350 |
|
|
2024
Q1 | $15.3M | Sell |
173,823
-283,192
| -62% | -$24.9M | 0.03% | 562 |
|
|
2023
Q4 | $24.2M | Buy |
457,015
+208,898
| +84% | +$11.1M | 0.05% | 394 |
|
|
2023
Q3 | $10.4M | Buy |
+248,117
| New | +$10.4M | 0.02% | 611 |
|
|
2023
Q2 | – | Sell |
-276,125
| Closed | -$2.7M | – | 1937 |
|
|
2023
Q1 | $2.7M | Buy |
+276,125
| New | +$2.7M | 0.01% | 1002 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2394 |
|
|
2021
Q3 | – | Sell |
-34,963
| Closed | -$10.6M | – | 1730 |
|
|
2021
Q2 | $10.6M | Buy |
+34,963
| New | +$10.6M | 0.05% | 452 |
|
|
2021
Q1 | – | Sell |
-39,472
| Closed | -$9.46M | – | 1621 |
|
|
2020
Q4 | $9.46M | Buy |
+39,472
| New | +$9.46M | 0.05% | 396 |
|
|
2020
Q1 | – | Sell |
-250,247
| Closed | -$23M | – | 1094 |
|
|
2019
Q4 | $23M | Buy |
250,247
+23,860
| +11% | +$2.2M | 0.14% | 218 |
|
|
2019
Q3 | $14.9M | Sell |
226,387
-365,131
| -62% | -$24.1M | 0.1% | 275 |
|
|
2019
Q2 | $37M | Buy |
591,518
+168,212
| +40% | +$10.5M | 0.24% | 93 |
|
|
2019
Q1 | $24.6M | Buy |
423,306
+329,375
| +351% | +$19.1M | 0.16% | 170 |
|
|
2018
Q4 | $3.07M | Sell |
93,931
-97,203
| -51% | -$3.18M | 0.02% | 535 |
|
|
2018
Q3 | $11.3M | Buy |
191,134
+88,634
| +86% | +$5.24M | 0.05% | 382 |
|
|
2018
Q2 | $4.26M | Buy |
102,500
+63,335
| +162% | +$2.63M | 0.02% | 588 |
|
|
2018
Q1 | $898K | Buy |
+39,165
| New | +$898K | ﹤0.01% | 1063 |
|
|
2017
Q4 | – | Sell |
-699,355
| Closed | -$10.3M | – | 1837 |
|
|
2017
Q3 | $10.3M | Buy |
699,355
+599,355
| +599% | +$8.8M | 0.04% | 422 |
|
|
2017
Q2 | $2.05M | Buy |
+100,000
| New | +$2.05M | 0.01% | 763 |
|