CAS Investment Partners’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66B | Sell |
4,922,268
-762,761
| -13% | -$257M | 80.82% | 1 |
|
|
2025
Q1 | $1.19B | Sell |
5,685,029
-692,768
| -11% | -$145M | 77.19% | 1 |
|
|
2024
Q4 | $1.3B | Sell |
6,377,797
-75,797
| -1% | -$15.4M | 75.53% | 1 |
|
|
2024
Q3 | $1.12B | Sell |
6,453,594
-77,300
| -1% | -$13.5M | 74.52% | 1 |
|
|
2024
Q2 | $841M | Hold |
6,530,894
| – | – | 65.65% | 1 |
|
|
2024
Q1 | $574M | Sell |
6,530,894
-296,909
| -4% | -$26.1M | 51.45% | 1 |
|
|
2023
Q4 | $361M | Hold |
6,827,803
| – | – | 43.72% | 1 |
|
|
2023
Q3 | $287M | Hold |
6,827,803
| – | – | 36.75% | 1 |
|
|
2023
Q2 | $177M | Hold |
6,827,803
| – | – | 26.95% | 2 |
|
|
2023
Q1 | $66.8M | Hold |
6,827,803
| – | – | 13.71% | 2 |
|
|
2022
Q4 | $32.4M | Hold |
6,827,803
| – | – | 7.73% | 3 |
|
|
2022
Q3 | $139M | Buy |
6,827,803
+100,000
| +1% | +$2.03M | 25.31% | 2 |
|
|
2022
Q2 | $152M | Buy |
6,727,803
+2,564,900
| +62% | +$57.9M | 23.04% | 2 |
|
|
2022
Q1 | $497M | Buy |
4,162,903
+848,600
| +26% | +$101M | 33.24% | 1 |
|
|
2021
Q4 | $768M | Buy |
3,314,303
+9,275
| +0.3% | +$2.15M | 40.09% | 1 |
|
|
2021
Q3 | $997M | Hold |
3,305,028
| – | – | 47.5% | 1 |
|
|
2021
Q2 | $998M | Hold |
3,305,028
| – | – | 42.43% | 1 |
|
|
2021
Q1 | $867M | Buy |
3,305,028
+100,000
| +3% | +$26.2M | 44.31% | 1 |
|
|
2020
Q4 | $768M | Sell |
3,205,028
-401,946
| -11% | -$96.3M | 42.54% | 1 |
|
|
2020
Q3 | $805M | Buy |
3,606,974
+232,690
| +7% | +$51.9M | 55.77% | 1 |
|
|
2020
Q2 | $454M | Sell |
3,374,284
-450,000
| -12% | -$60.5M | 48.85% | 1 |
|
|
2020
Q1 | $211M | Buy |
3,824,284
+1,049,366
| +38% | +$57.8M | 46.33% | 1 |
|
|
2019
Q4 | $255M | Buy |
2,774,918
+170,087
| +7% | +$15.7M | 42.01% | 1 |
|
|
2019
Q3 | $172M | Buy |
2,604,831
+69,500
| +3% | +$4.59M | 37.97% | 1 |
|
|
2019
Q2 | $159M | Buy |
2,535,331
+10,000
| +0.4% | +$626K | 40.66% | 1 |
|
|
2019
Q1 | $147M | Buy |
2,525,331
+357,565
| +16% | +$20.8M | 43.81% | 1 |
|
|
2018
Q4 | $70.9M | Buy |
2,167,766
+111,607
| +5% | +$3.65M | 26.91% | 1 |
|
|
2018
Q3 | $121M | Hold |
2,056,159
| – | – | 36.93% | 1 |
|
|
2018
Q2 | $92.9M | Buy |
2,056,159
+48,091
| +2% | +$2.17M | 32.28% | 1 |
|
|
2018
Q1 | $46M | Buy |
+2,008,068
| New | +$46M | 20.1% | 3 |
|