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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayforest Capital's CVNA Position: Q1 2026 in Review

Bayforest Capital increased its Carvana (CVNA) stake by 202% in Q1 2026, buying an estimated $104K and bringing the position to 2,100 shares worth $132K. The position accounts for 0.15% of the portfolio, ranked #267.

Bayforest Capital first reported a position in CVNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $679K in Q2 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Bayforest Capital held 2,100 shares of Carvana worth $132K as of Q1 2026.
  • Bayforest Capital bought 1,405 Carvana shares in Q1 2026, an estimated $104K.
  • Carvana made up 0.15% of Bayforest Capital's portfolio in Q1 2026, its #267 holding.
  • Bayforest Capital first reported a position in Carvana in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Carvana position peaked at $679K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.