Dmitry Balyasny’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.4M | Buy |
188,952
+151,457
| +404% | +$10.7M | 0.02% | 964 |
|
|
2026
Q1 | $2.36M | Buy |
37,495
+26,915
| +254% | +$2M | ﹤0.01% | 1711 |
|
|
2025
Q4 | $893K | Sell |
10,580
-128,615
| -92% | -$9.6M | ﹤0.01% | 2250 |
|
|
2025
Q3 | $10.5M | Sell |
139,195
-378,380
| -73% | -$27.1M | 0.01% | 1027 |
|
|
2025
Q2 | $34.9M | Buy |
517,575
+110,735
| +27% | +$6.07M | 0.05% | 445 |
|
|
2025
Q1 | $17M | Sell |
406,840
-317,965
| -44% | -$14.1M | 0.03% | 666 |
|
|
2024
Q4 | $29.5M | Sell |
724,805
-537,530
| -43% | -$24.1M | 0.04% | 506 |
|
|
2024
Q3 | $44M | Buy |
1,262,335
+79,100
| +7% | +$2.27M | 0.07% | 352 |
|
|
2024
Q2 | $30.5M | Buy |
1,183,235
+314,120
| +36% | +$6.32M | 0.05% | 457 |
|
|
2024
Q1 | $15.3M | Sell |
869,115
-1,415,960
| -62% | -$17.3M | 0.03% | 752 |
|
|
2023
Q4 | $24.2M | Buy |
2,285,075
+1,044,490
| +84% | +$7.82M | 0.05% | 530 |
|
|
2023
Q3 | $10.4M | Buy |
+1,240,585
| New | +$10.7M | 0.02% | 835 |
|
|
2023
Q2 | – | Sell |
-1,380,625
| Closed | -$3.83M | – | 2359 |
|
|
2023
Q1 | $2.7M | Buy |
+1,380,625
| New | +$2.4M | 0.01% | 1336 |
|
|
2021
Q3 | – | Sell |
-174,815
| Closed | -$10.6M | – | 2017 |
|
|
2021
Q2 | $10.6M | Buy |
+174,815
| New | +$9.5M | 0.05% | 501 |
|
|
2021
Q1 | – | Sell |
-197,360
| Closed | -$9.46M | – | 1813 |
|
|
2020
Q4 | $9.46M | Buy |
+197,360
| New | +$9.02M | 0.05% | 441 |
|
|
2020
Q1 | – | Sell |
-1,251,235
| Closed | -$23M | – | 1220 |
|
|
2019
Q4 | $23M | Buy |
1,251,235
+119,300
| +11% | +$2M | 0.14% | 229 |
|
|
2019
Q3 | $14.9M | Sell |
1,131,935
-1,825,655
| -62% | -$26.2M | 0.1% | 296 |
|
|
2019
Q2 | $37M | Buy |
2,957,590
+841,060
| +40% | +$10.8M | 0.24% | 97 |
|
|
2019
Q1 | $24.6M | Buy |
2,116,530
+1,646,875
| +351% | +$13.9M | 0.16% | 183 |
|
|
2018
Q4 | $3.07M | Sell |
469,655
-486,015
| -51% | -$4.09M | 0.02% | 608 |
|
|
2018
Q3 | $11.3M | Buy |
955,670
+443,170
| +86% | +$4.74M | 0.05% | 451 |
|
|
2018
Q2 | $4.26M | Buy |
512,500
+316,675
| +162% | +$1.91M | 0.02% | 712 |
|
|
2018
Q1 | $898K | Buy |
+195,825
| New | +$782K | ﹤0.01% | 1252 |
|
|
2017
Q4 | – | Sell |
-3,496,775
| Closed | -$10.3M | – | 2103 |
|
|
2017
Q3 | $10.3M | Buy |
3,496,775
+2,996,775
| +599% | +$10.9M | 0.04% | 497 |
|
|
2017
Q2 | $2.05M | Buy |
+500,000
| New | +$1.37M | 0.01% | 938 |
|
Other funds holding CVNA
Dmitry Balyasny's CVNA Position: Q2 2026 in Review
Dmitry Balyasny increased its Carvana (CVNA) stake by 404% in Q2 2026, buying an estimated $10.7M and bringing the position to 188,952 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #964.
Dmitry Balyasny first reported a position in CVNA in Q2 2017 and has held it in 25 quarters since. The position peaked at $44M in Q3 2024. 820 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.
- Dmitry Balyasny held 188,952 shares of Carvana worth $12.4M as of Q2 2026.
- Dmitry Balyasny bought 151,457 Carvana shares in Q2 2026, an estimated $10.7M.
- Carvana made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #964 holding.
- Dmitry Balyasny first reported a position in Carvana in Q2 2017 and has held it in 25 quarters since.
- Dmitry Balyasny's Carvana position peaked at $44M in Q3 2024.
- 820 funds tracked by Wall St. Rank held Carvana as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.