Bayforest Capital’s Carvana CVNA Stock Holding History

Bayforest Capital’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 Q3	$118K	Buy	1,892 +1,457	+335%	+$100K	0.18%	202
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

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Steadview Capital Management London, United Kingdom $291M AUM 13.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bayforest Capital's CVNA Position: Q3 2026 in Review

Bayforest Capital increased its Carvana (CVNA) stake by 335% in Q3 2026, buying an estimated $100K and bringing the position to 1,892 shares worth $118K. The position accounts for 0.18% of the portfolio, ranked #202.

Bayforest Capital first reported a position in CVNA in Q4 2024 and has held it in 8 quarters since. The position peaked at $679K in Q2 2025. 339 funds tracked by Wall St. Rank hold CVNA as of Q3 2026.

Bayforest Capital held 1,892 shares of Carvana worth $118K as of Q3 2026.
Bayforest Capital bought 1,457 Carvana shares in Q3 2026, an estimated $100K.
Carvana made up 0.18% of Bayforest Capital's portfolio in Q3 2026, its #202 holding.
Bayforest Capital first reported a position in Carvana in Q4 2024 and has held it in 8 quarters since.
Bayforest Capital's Carvana position peaked at $679K in Q2 2025.
339 funds tracked by Wall St. Rank held Carvana as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.