Covalis Capital’s Carvana CVNA Stock Holding History

Covalis Capital’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 Q2	–	Sell	-144,105	Closed	-$9.06M	–	114
2026 Q1	$9.06M	Buy	+144,105	New	+$10.7M	0.56%	49
2025 Q2	–	Sell	-87,525	Closed	-$3.66M	–	68
2025 Q1	$3.66M	Sell	87,525 -89,815	-51%	-$3.97M	0.69%	37
2024 Q4	$7.21M	Sell	177,340 -194,465	-52%	-$8.74M	1.05%	31
2024 Q3	$12.9M	Buy	371,805 +248,855	+202%	+$7.15M	1.82%	19
2024 Q2	$3.17M	Buy	+122,950	New	+$2.47M	0.43%	43

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Covalis Capital's CVNA Position: Q2 2026 in Review

Covalis Capital sold out of Carvana (CVNA) in Q2 2026, closing a stake of 144,105 shares — an estimated $9.06M sold.

Covalis Capital first reported a position in CVNA in Q2 2024 and held it in 5 quarters. The position peaked at $12.9M in Q3 2024. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Covalis Capital reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
Covalis Capital sold 144,105 Carvana shares in Q2 2026, an estimated $9.06M.
Covalis Capital first reported a position in Carvana in Q2 2024 and held it in 5 quarters.
Covalis Capital's Carvana position peaked at $12.9M in Q3 2024.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.