Brightlight Capital 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 | $53.2M | Sell |
158,000
-69,300
| -30% | -$23.4M | 29.39% | 1 |
|
|
2025
Q1 | $47.5M | Buy |
227,300
+40,900
| +22% | +$8.55M | 32.12% | 1 |
|
|
2024
Q4 | $37.9M | Sell |
186,400
-87,000
| -32% | -$17.7M | 27.7% | 1 |
|
|
2024
Q3 | $47.6M | Hold |
273,400
| – | – | 22.93% | 1 |
|
|
2024
Q2 | $35.2M | Sell |
273,400
-141,100
| -34% | -$18.2M | 18.82% | 1 |
|
|
2024
Q1 | $36.4M | Sell |
414,500
-20,000
| -5% | -$1.76M | 20.59% | 1 |
|
|
2023
Q4 | $23M | Sell |
434,500
-277,175
| -39% | -$14.7M | 16.59% | 2 |
|
|
2023
Q3 | $29.9M | Sell |
711,675
-16,625
| -2% | -$698K | 20.98% | 1 |
|
|
2023
Q2 | $18.9M | Hold |
728,300
| – | – | 15.41% | 2 |
|
|
2023
Q1 | $7.13M | Hold |
728,300
| – | – | 3.24% | 5 |
|
|
2022
Q4 | $3.45M | Hold |
728,300
| – | – | 1.46% | 9 |
|
|
2022
Q3 | $14.8M | Hold |
728,300
| – | – | 10.63% | 4 |
|
|
2022
Q2 | $16.4M | Buy |
728,300
+608,400
| +507% | +$13.7M | 10.31% | 3 |
|
|
2022
Q1 | $14.3M | Hold |
119,900
| – | – | 6.01% | 11 |
|
|
2021
Q4 | $27.8M | Hold |
119,900
| – | – | 11.12% | 3 |
|
|
2021
Q3 | $36.2M | Sell |
119,900
-6,600
| -5% | -$1.99M | 15.48% | 1 |
|
|
2021
Q2 | $38.2M | Hold |
126,500
| – | – | 13.69% | 2 |
|
|
2021
Q1 | $33.2M | Sell |
126,500
-32,700
| -21% | -$8.58M | 13.75% | 3 |
|
|
2020
Q4 | $38.1M | Hold |
159,200
| – | – | 15.51% | 3 |
|
|
2020
Q3 | $35.5M | Sell |
159,200
-109,800
| -41% | -$24.5M | 16.77% | 2 |
|
|
2020
Q2 | $32.3M | Hold |
269,000
| – | – | 16.49% | 1 |
|
|
2020
Q1 | $14.8M | Buy |
+269,000
| New | +$14.8M | 11.41% | 3 |
|