Brightlight Capital Management’s Carvana CVNA Stock Holding History

Brightlight Capital Management’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	$28.1M	Sell	446,315 -17,685	-4%	-$1.31M	27.68%	1
2025 Q4	$39.2M	Sell	464,000 -102,000	-18%	-$7.58M	27.84%	1
2025 Q3	$42.7M	Sell	566,000 -224,000	-28%	-$16M	25.84%	1
2025 Q2	$53.2M	Sell	790,000 -346,500	-30%	-$19M	29.39%	1
2025 Q1	$47.5M	Buy	1,136,500 +204,500	+22%	+$9.05M	32.12%	1
2024 Q4	$37.9M	Sell	932,000 -435,000	-32%	-$19.5M	27.7%	1
2024 Q3	$47.6M	Hold	1,367,000	–	–	22.93%	1
2024 Q2	$35.2M	Sell	1,367,000 -705,500	-34%	-$14.2M	18.82%	1
2024 Q1	$36.4M	Sell	2,072,500 -100,000	-5%	-$1.22M	20.59%	1
2023 Q4	$23M	Sell	2,172,500 -1,385,875	-39%	-$10.4M	16.59%	2
2023 Q3	$29.9M	Sell	3,558,375 -83,125	-2%	-$715K	20.98%	1
2023 Q2	$18.9M	Hold	3,641,500	–	–	15.41%	2
2023 Q1	$7.13M	Hold	3,641,500	–	–	6.01%	6
2022 Q4	$3.45M	Hold	3,641,500	–	–	2.53%	10
2022 Q3	$14.8M	Hold	3,641,500	–	–	10.63%	4
2022 Q2	$16.4M	Buy	3,641,500 +3,042,000	+507%	+$32M	10.31%	3
2022 Q1	$14.3M	Hold	599,500	–	–	6.01%	11
2021 Q4	$27.8M	Hold	599,500	–	–	11.12%	3
2021 Q3	$36.2M	Sell	599,500 -33,000	-5%	-$2.19M	15.48%	1
2021 Q2	$38.2M	Hold	632,500	–	–	13.69%	2
2021 Q1	$33.2M	Sell	632,500 -163,500	-21%	-$9.01M	13.75%	3
2020 Q4	$38.1M	Hold	796,000	–	–	15.51%	3
2020 Q3	$35.5M	Sell	796,000 -549,000	-41%	-$19.5M	16.77%	2
2020 Q2	$32.3M	Hold	1,345,000	–	–	16.49%	1
2020 Q1	$14.8M	Buy	+1,345,000	New	+$20.8M	11.41%	3

Other funds holding CVNA

T. Rowe Price Associates

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

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

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