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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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engle Capital Management's CVNA Position: Q1 2026 in Review

Engle Capital Management increased its Carvana (CVNA) stake by 100% in Q1 2026, buying an estimated $2.23M and bringing the position to 60,000 shares worth $3.77M. The position accounts for 1.29% of the portfolio, ranked #18.

Engle Capital Management first reported a position in CVNA in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.4M in Q3 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Engle Capital Management held 60,000 shares of Carvana worth $3.77M as of Q1 2026.
  • Engle Capital Management bought 30,000 Carvana shares in Q1 2026, an estimated $2.23M.
  • Carvana made up 1.29% of Engle Capital Management's portfolio in Q1 2026, its #18 holding.
  • Engle Capital Management first reported a position in Carvana in Q2 2025 and has held it in 4 quarters since.
  • Engle Capital Management's Carvana position peaked at $16.4M in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Engle Capital Management's 13F filing for Q1 2026, filed 15 May 2026.