Bayforest Capital’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.6K Sell
435
-1,665
-79% -$118K 0.03% 741
2026
Q1
$132K Buy
2,100
+1,405
+202% +$104K 0.15% 267
2025
Q4
$58.7K Sell
695
-290
-29% -$21.6K 0.04% 566
2025
Q3
$74.3K Sell
985
-9,095
-90% -$650K 0.04% 556
2025
Q2
$679K Buy
10,080
+1,215
+14% +$66.6K 0.3% 89
2025
Q1
$371K Buy
8,865
+2,600
+42% +$115K 0.16% 245
2024
Q4
$255K Buy
+6,265
New +$281K 0.32% 70

Other funds holding CVNA

Bayforest Capital's CVNA Position: Q2 2026 in Review

Bayforest Capital reduced its Carvana (CVNA) stake by 79% in Q2 2026, selling an estimated $118K and leaving 435 shares worth $28.6K. The position accounts for 0.03% of the portfolio, ranked #741.

Bayforest Capital first reported a position in CVNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $679K in Q2 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Bayforest Capital held 435 shares of Carvana worth $28.6K as of Q2 2026.
  • Bayforest Capital sold 1,665 Carvana shares in Q2 2026, an estimated $118K.
  • Carvana made up 0.03% of Bayforest Capital's portfolio in Q2 2026, its #741 holding.
  • Bayforest Capital first reported a position in Carvana in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Carvana position peaked at $679K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.