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Engle Capital Management’s Carvana CVNA Stock Holding History

Engle 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 		$876K Sell
13,316
-46,684
-78% -$3.3M 0.24% 20
2026
Q1 		$3.77M Buy
60,000
+30,000
+100% +$2.23M 1.29% 18
2025
Q4 		$2.53M Sell
30,000
-187,280
-86% -$13.9M 0.98% 25
2025
Q3 		$16.4M Buy
217,280
+48,280
+29% +$3.45M 5.78% 5
2025
Q2 		$11.4M Buy
+169,000
New +$9.27M 3.43% 14

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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

Engle Capital Management's CVNA Position: Q2 2026 in Review

Engle Capital Management reduced its Carvana (CVNA) stake by 78% in Q2 2026, selling an estimated $3.3M and leaving 13,316 shares worth $876K. The position accounts for 0.24% of the portfolio, ranked #20.

Engle Capital Management first reported a position in CVNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.4M in Q3 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Engle Capital Management held 13,316 shares of Carvana worth $876K as of Q2 2026.
  • Engle Capital Management sold 46,684 Carvana shares in Q2 2026, an estimated $3.3M.
  • Carvana made up 0.24% of Engle Capital Management's portfolio in Q2 2026, its #20 holding.
  • Engle Capital Management first reported a position in Carvana in Q2 2025 and has held it in 5 quarters since.
  • Engle Capital Management's Carvana position peaked at $16.4M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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