CAS Investment Partners’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43B | Sell |
22,706,455
-344,545
| -1% | -$25.6M | 81.67% | 1 |
|
|
2025
Q4 | $1.95B | Sell |
23,051,000
-1,397,370
| -6% | -$104M | 83.25% | 1 |
|
|
2025
Q3 | $1.84B | Sell |
24,448,370
-162,970
| -0.7% | -$11.7M | 82.26% | 1 |
|
|
2025
Q2 | $1.66B | Sell |
24,611,340
-3,813,805
| -13% | -$209M | 80.82% | 1 |
|
|
2025
Q1 | $1.19B | Sell |
28,425,145
-3,463,840
| -11% | -$153M | 77.19% | 1 |
|
|
2024
Q4 | $1.3B | Sell |
31,888,985
-378,985
| -1% | -$17M | 75.53% | 1 |
|
|
2024
Q3 | $1.12B | Sell |
32,267,970
-386,500
| -1% | -$11.1M | 74.52% | 1 |
|
|
2024
Q2 | $841M | Hold |
32,654,470
| – | – | 65.65% | 1 |
|
|
2024
Q1 | $574M | Sell |
32,654,470
-1,484,545
| -4% | -$18.1M | 51.45% | 1 |
|
|
2023
Q4 | $361M | Hold |
34,139,015
| – | – | 43.72% | 1 |
|
|
2023
Q3 | $287M | Hold |
34,139,015
| – | – | 36.75% | 1 |
|
|
2023
Q2 | $177M | Hold |
34,139,015
| – | – | 26.95% | 2 |
|
|
2023
Q1 | $66.8M | Hold |
34,139,015
| – | – | 13.71% | 2 |
|
|
2022
Q4 | $32.4M | Hold |
34,139,015
| – | – | 7.73% | 3 |
|
|
2022
Q3 | $139M | Buy |
34,139,015
+500,000
| +1% | +$3.26M | 25.31% | 2 |
|
|
2022
Q2 | $152M | Buy |
33,639,015
+12,824,500
| +62% | +$135M | 23.04% | 2 |
|
|
2022
Q1 | $497M | Buy |
20,814,515
+4,243,000
| +26% | +$124M | 33.24% | 1 |
|
|
2021
Q4 | $768M | Buy |
16,571,515
+46,375
| +0.3% | +$2.55M | 40.09% | 1 |
|
|
2021
Q3 | $997M | Hold |
16,525,140
| – | – | 47.5% | 1 |
|
|
2021
Q2 | $998M | Hold |
16,525,140
| – | – | 42.43% | 1 |
|
|
2021
Q1 | $867M | Buy |
16,525,140
+500,000
| +3% | +$27.6M | 44.31% | 1 |
|
|
2020
Q4 | $768M | Sell |
16,025,140
-2,009,730
| -11% | -$91.9M | 42.54% | 1 |
|
|
2020
Q3 | $805M | Buy |
18,034,870
+1,163,450
| +7% | +$41.3M | 55.77% | 1 |
|
|
2020
Q2 | $454M | Sell |
16,871,420
-2,250,000
| -12% | -$42.1M | 48.85% | 1 |
|
|
2020
Q1 | $211M | Buy |
19,121,420
+5,246,830
| +38% | +$81.2M | 46.33% | 1 |
|
|
2019
Q4 | $255M | Buy |
13,874,590
+850,435
| +7% | +$14.2M | 42.01% | 1 |
|
|
2019
Q3 | $172M | Buy |
13,024,155
+347,500
| +3% | +$4.99M | 37.97% | 1 |
|
|
2019
Q2 | $159M | Buy |
12,676,655
+50,000
| +0.4% | +$642K | 40.66% | 1 |
|
|
2019
Q1 | $147M | Buy |
12,626,655
+1,787,825
| +16% | +$15M | 43.81% | 1 |
|
|
2018
Q4 | $70.9M | Buy |
10,838,830
+558,035
| +5% | +$4.7M | 26.91% | 1 |
|
|
2018
Q3 | $121M | Hold |
10,280,795
| – | – | 36.93% | 1 |
|
|
2018
Q2 | $92.9M | Buy |
10,280,795
+240,455
| +2% | +$1.45M | 32.28% | 1 |
|
|
2018
Q1 | $46M | Buy |
+10,040,340
| New | +$40.1M | 20.1% | 3 |
|
Other funds holding CVNA
VCM
VPM
GCP
