Divisadero Street Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.1M Buy
193,319
+28,479
+17% +$9.6M 4.16% 7
2025
Q1
$34.5M Sell
164,840
-32,660
-17% -$6.83M 3.47% 7
2024
Q4
$40.2M Sell
197,500
-183,272
-48% -$37.3M 4.69% 6
2024
Q3
$66.3M Buy
380,772
+131,000
+52% +$22.8M 8.04% 1
2024
Q2
$32.2M Sell
249,772
-30,035
-11% -$3.87M 4.88% 7
2024
Q1
$24.6M Buy
279,807
+129,807
+87% +$11.4M 5.76% 6
2023
Q4
$7.94M Hold
150,000
1.79% 18
2023
Q3
$6.3M Hold
150,000
1.98% 19
2023
Q2
$3.89M Buy
+150,000
New +$3.89M 1.12% 27
2022
Q4
Sell
-146,718
Closed -$2.98M 47
2022
Q3
$2.98M Sell
146,718
-1,766
-1% -$35.8K 3.3% 13
2022
Q2
$3.35M Buy
+148,484
New +$3.35M 1.2% 27