D1 Capital 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
Sell
-370,000
Closed -$77.4M 39
2025
Q1
$77.4M Buy
+370,000
New +$77.4M 1.19% 28
2022
Q1
Sell
-4,211,082
Closed -$976M 30
2021
Q4
$976M Buy
4,211,082
+1,841,141
+78% +$427M 5.9% 3
2021
Q3
$715M Sell
2,369,941
-302,094
-11% -$91.1M 4% 6
2021
Q2
$806M Buy
2,672,035
+672,709
+34% +$203M 5.27% 5
2021
Q1
$525M Sell
1,999,326
-1,365,659
-41% -$358M 3.88% 8
2020
Q4
$806M Sell
3,364,985
-1,595,085
-32% -$382M 3.8% 9
2020
Q3
$1.11B Buy
4,960,070
+3,925,070
+379% +$876M 6.48% 3
2020
Q2
$124M Buy
+1,035,000
New +$124M 0.93% 29