FPR Partners’s Carvana CVNA Stock Holding History

FPR Partners’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
2025 Q1	–	Sell	-985,500	Closed	-$40.1M	–	11
2024 Q4	$40.1M	Sell	985,500 -1,014,500	-51%	-$45.6M	4.4%	9
2024 Q3	$69.6M	Sell	2,000,000 -2,000,000	-50%	-$57.4M	6.5%	9
2024 Q2	$103M	Sell	4,000,000 -843,500	-17%	-$17M	10.41%	4
2024 Q1	$85.2M	Sell	4,843,500 -4,342,000	-47%	-$53M	6.76%	6
2023 Q4	$97.3M	Sell	9,185,500 -2,107,000	-19%	-$15.8M	6.36%	6
2023 Q3	$94.8M	Hold	11,292,500	–	–	5.13%	8
2023 Q2	$58.5M	Buy	11,292,500 +500,000	+5%	+$1.39M	2.83%	12
2023 Q1	$21.1M	Hold	10,792,500	–	–	1.06%	13
2022 Q4	$10.2M	Buy	10,792,500 +1,550,000	+17%	+$3.27M	0.49%	13
2022 Q3	$37.5M	Buy	9,242,500 +317,500	+4%	+$2.07M	1.73%	13
2022 Q2	$40.3M	Buy	+8,925,000	New	+$93.9M	1.66%	13

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

FPR Partners's CVNA Position: Q1 2025 in Review

FPR Partners sold out of Carvana (CVNA) in Q1 2025, closing a stake of 985,500 shares — an estimated $40.1M sold.

FPR Partners first reported a position in CVNA in Q2 2022 and held it in 11 quarters. The position peaked at $103M in Q2 2024. 614 funds tracked by Wall St. Rank hold CVNA as of Q1 2025.

FPR Partners reported no remaining Carvana position as of Q1 2025 after selling out during the quarter.
FPR Partners sold 985,500 Carvana shares in Q1 2025, an estimated $40.1M.
FPR Partners first reported a position in Carvana in Q2 2022 and held it in 11 quarters.
FPR Partners's Carvana position peaked at $103M in Q2 2024.
614 funds tracked by Wall St. Rank held Carvana as of Q1 2025.

Based on FPR Partners's 13F filing for Q1 2025, filed 14 May 2025.