CAM
Contour Asset Management’s Carvana CVNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2M | Sell |
267,586
-375,528
| -58% | -$127M | 2.95% | 14 |
|
|
2025
Q1 | $134M | Buy |
643,114
+267,994
| +71% | +$56M | 5.61% | 8 |
|
|
2024
Q4 | $76.3M | Sell |
375,120
-317,240
| -46% | -$64.5M | 2.21% | 20 |
|
|
2024
Q3 | $121M | Sell |
692,360
-103,626
| -13% | -$18M | 3.98% | 12 |
|
|
2024
Q2 | $102M | Buy |
795,986
+333,868
| +72% | +$43M | 3.46% | 11 |
|
|
2024
Q1 | $40.6M | Buy |
+462,118
| New | +$40.6M | 1.59% | 21 |
|