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 Q2	$274M	Buy	4,163,614 +3,030,434	+267%	+$214M	6.21%	2
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	Buy	733,590 +362,380	+98%	+$2.36M	3.3%	13
2022 Q2	$1.68M	Buy	+371,210	New	+$3.91M	1.28%	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 $3.38T AUM 44.17% 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

Divisadero Street Capital Management's CVNA Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Carvana (CVNA) stake by 267% in Q2 2026, buying an estimated $214M and bringing the position to 4,163,614 shares worth $274M. The position accounts for 6.21% of the portfolio, ranked #2.

Divisadero Street Capital Management first reported a position in CVNA in Q2 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Divisadero Street Capital Management held 4,163,614 shares of Carvana worth $274M as of Q2 2026.
Divisadero Street Capital Management bought 3,030,434 Carvana shares in Q2 2026, an estimated $214M.
Carvana made up 6.21% of Divisadero Street Capital Management's portfolio in Q2 2026, its #2 holding.
Divisadero Street Capital Management first reported a position in Carvana in Q2 2022 and has held it in 15 quarters since.
819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.