Eminence Capital’s Carvana CVNA Stock Holding History

Eminence Capital’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
2021 Q3	–	Sell	-735,930	Closed	-$44.4M	–	70
2021 Q2	$44.4M	Buy	+735,930	New	+$40M	0.55%	55

Other funds holding CVNA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

CIP

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

Eminence Capital's CVNA Position: Q3 2021 in Review

Eminence Capital sold out of Carvana (CVNA) in Q3 2021, closing a stake of 735,930 shares — an estimated $44.4M sold.

Eminence Capital first reported a position in CVNA in Q2 2021 and held it in 1 quarter. The position peaked at $44.4M in Q2 2021. 439 funds tracked by Wall St. Rank hold CVNA as of Q3 2021.

Eminence Capital reported no remaining Carvana position as of Q3 2021 after selling out during the quarter.
Eminence Capital sold 735,930 Carvana shares in Q3 2021, an estimated $44.4M.
Eminence Capital first reported a position in Carvana in Q2 2021 and held it in 1 quarter.
Eminence Capital's Carvana position peaked at $44.4M in Q2 2021.
439 funds tracked by Wall St. Rank held Carvana as of Q3 2021.

Based on Eminence Capital's 13F filing for Q3 2021, filed 15 Nov 2021.