Flight Deck Capital’s Carvana CVNA Stock Holding History

Flight Deck 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
2026 Q1	$8.28M	Sell	131,700 -27,600	-17%	-$2.05M	6.02%	8
2025 Q4	$13.4M	Buy	159,300 +67,800	+74%	+$5.04M	11.47%	2
2025 Q3	$6.9M	Hold	91,500	–	–	5.23%	11
2025 Q2	$6.17M	Sell	91,500 -82,000	-47%	-$4.5M	6.52%	5
2025 Q1	$7.26M	Buy	173,500 +17,500	+11%	+$774K	7.49%	6
2024 Q4	$6.34M	Buy	+156,000	New	+$7.01M	7.06%	6
2024 Q3	–	Sell	-153,500	Closed	-$3.95M	–	14
2024 Q2	$3.95M	Buy	+153,500	New	+$3.09M	5.23%	9

Other funds holding CVNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flight Deck Capital's CVNA Position: Q1 2026 in Review

Flight Deck Capital reduced its Carvana (CVNA) stake by 17% in Q1 2026, selling an estimated $2.05M and leaving 131,700 shares worth $8.28M. The position accounts for 6.02% of the portfolio, ranked #8.

Flight Deck Capital first reported a position in CVNA in Q2 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q4 2025. 779 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Flight Deck Capital held 131,700 shares of Carvana worth $8.28M as of Q1 2026.
Flight Deck Capital sold 27,600 Carvana shares in Q1 2026, an estimated $2.05M.
Carvana made up 6.02% of Flight Deck Capital's portfolio in Q1 2026, its #8 holding.
Flight Deck Capital first reported a position in Carvana in Q2 2024 and has held it in 7 quarters since.
Flight Deck Capital's Carvana position peaked at $13.4M in Q4 2025.
779 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

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