Divisadero Street Capital Management’s Carvana CVNA Stock Holding History

Divisadero Street Capital Management’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 Q1	$71.2M	Buy	1,133,180 +42,235	+4%	+$3.13M	2.98%	11
2025 Q4	$92.1M	Buy	1,090,945 +49,345	+5%	+$3.67M	4.31%	6
2025 Q3	$78.6M	Buy	1,041,600 +75,005	+8%	+$5.36M	3.43%	8
2025 Q2	$65.1M	Buy	966,595 +142,395	+17%	+$7.81M	4.16%	7
2025 Q1	$34.5M	Sell	824,200 -163,300	-17%	-$7.23M	3.47%	8
2024 Q4	$40.2M	Sell	987,500 -916,360	-48%	-$41.2M	4.69%	6
2024 Q3	$66.3M	Buy	1,903,860 +655,000	+52%	+$18.8M	8.04%	1
2024 Q2	$32.2M	Sell	1,248,860 -150,175	-11%	-$3.02M	4.88%	8
2024 Q1	$24.6M	Buy	1,399,035 +649,035	+87%	+$7.92M	5.76%	6
2023 Q4	$7.94M	Hold	750,000	–	–	1.79%	18
2023 Q3	$6.3M	Hold	750,000	–	–	1.98%	19
2023 Q2	$3.89M	Buy	+750,000	New	+$2.08M	1.12%	28
2022 Q4	–	Sell	-733,590	Closed	-$2.98M	–	47
2022 Q3	$2.98M	Sell	733,590 -8,830	-1%	-$57.6K	3.3%	13
2022 Q2	$3.35M	Buy	+742,420	New	+$7.81M	1.2%	29

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divisadero Street Capital Management's CVNA Position: Q1 2026 in Review

Divisadero Street Capital Management increased its Carvana (CVNA) stake by 3.9% in Q1 2026, buying an estimated $3.13M and bringing the position to 1,133,180 shares worth $71.2M. The position accounts for 2.98% of the portfolio, ranked #11.

Divisadero Street Capital Management first reported a position in CVNA in Q2 2022 and has held it in 14 quarters since. The position peaked at $92.1M in Q4 2025. 776 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Divisadero Street Capital Management held 1,133,180 shares of Carvana worth $71.2M as of Q1 2026.
Divisadero Street Capital Management bought 42,235 Carvana shares in Q1 2026, an estimated $3.13M.
Carvana made up 2.98% of Divisadero Street Capital Management's portfolio in Q1 2026, its #11 holding.
Divisadero Street Capital Management first reported a position in Carvana in Q2 2022 and has held it in 14 quarters since.
Divisadero Street Capital Management's Carvana position peaked at $92.1M in Q4 2025.
776 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.