Fund 1 Investments’s Carvana CVNA Stock Holding History

Fund 1 Investments’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	$3.13M	Buy	+47,500	New	+$3.36M	0.52%	31
2024 Q2	–	Sell	-200,000	Closed	-$3.52M	–	68
2024 Q1	$3.52M	Buy	+200,000	New	+$2.44M	0.38%	30
2023 Q3	–	Sell	-346,110	Closed	-$1.79M	–	68
2023 Q2	$1.79M	Buy	+346,110	New	+$960K	0.74%	24
2023 Q1	–	Sell	-150,000	Closed	-$142K	–	64
2022 Q4	$142K	Buy	+150,000	New	+$317K	0.06%	46

Other funds holding CVNA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fund 1 Investments's CVNA Position: Q2 2026 in Review

Fund 1 Investments opened a new position in Carvana (CVNA) in Q2 2026: 47,500 shares worth $3.13M. The stake represents 0.52% of the portfolio and ranks #31 among its holdings. This is a return to the name: Fund 1 Investments previously reported a position in CVNA as recently as Q1 2024.

Fund 1 Investments first reported a position in CVNA in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.52M in Q1 2024. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Fund 1 Investments held 47,500 shares of Carvana worth $3.13M as of Q2 2026.
Carvana was a new Fund 1 Investments position in Q2 2026.
Carvana made up 0.52% of Fund 1 Investments's portfolio in Q2 2026, its #31 holding.
Fund 1 Investments first reported a position in Carvana in Q4 2022 and has held it in 4 quarters since.
Fund 1 Investments's Carvana position peaked at $3.52M in Q1 2024.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Fund 1 Investments's 13F filing for Q2 2026, filed 14 Aug 2026.