Daniel Sundheim’s Carvana CVNA Stock Holding History

Daniel Sundheim’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	$249M	Buy	3,779,517 +437,357	+13%	+$30.9M	0.72%	22
2026 Q1	$210M	Buy	+3,342,160	New	+$248M	1.87%	26
2025 Q2	–	Sell	-1,850,000	Closed	-$77.4M	–	39
2025 Q1	$77.4M	Buy	+1,850,000	New	+$81.9M	1.19%	28
2022 Q1	–	Sell	-21,055,410	Closed	-$976M	–	30
2021 Q4	$976M	Buy	21,055,410 +9,205,705	+78%	+$506M	5.9%	3
2021 Q3	$715M	Sell	11,849,705 -1,510,470	-11%	-$100M	4%	6
2021 Q2	$806M	Buy	13,360,175 +3,363,545	+34%	+$183M	5.27%	5
2021 Q1	$525M	Sell	9,996,630 -6,828,295	-41%	-$376M	3.88%	8
2020 Q4	$806M	Sell	16,824,925 -7,975,425	-32%	-$365M	3.8%	9
2020 Q3	$1.11B	Buy	24,800,350 +19,625,350	+379%	+$696M	6.48%	3
2020 Q2	$124M	Buy	+5,175,000	New	+$96.9M	0.93%	29

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

Daniel Sundheim's CVNA Position: Q2 2026 in Review

Daniel Sundheim increased its Carvana (CVNA) stake by 13% in Q2 2026, buying an estimated $30.9M and bringing the position to 3,779,517 shares worth $249M. The position accounts for 0.72% of the portfolio, ranked #22.

Daniel Sundheim first reported a position in CVNA in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.11B in Q3 2020. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Daniel Sundheim held 3,779,517 shares of Carvana worth $249M as of Q2 2026.
Daniel Sundheim bought 437,357 Carvana shares in Q2 2026, an estimated $30.9M.
Carvana made up 0.72% of Daniel Sundheim's portfolio in Q2 2026, its #22 holding.
Daniel Sundheim first reported a position in Carvana in Q2 2020 and has held it in 10 quarters since.
Daniel Sundheim's Carvana position peaked at $1.11B in Q3 2020.
808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.