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Gavilan Investment Partners’s Carvana CVNA Stock Holding History

Gavilan Investment 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
2026
Q2 		$32.6M Buy
495,000
+35,000
+8% +$2.48M 7.93% 6
2026
Q1 		$28.9M Buy
460,000
+30,000
+7% +$2.23M 7.77% 4
2025
Q4 		$36.3M Buy
430,000
+85,000
+25% +$6.32M 8.72% 5
2025
Q3 		$26M Buy
+345,000
New +$24.7M 5.82% 11

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

Gavilan Investment Partners's CVNA Position: Q2 2026 in Review

Gavilan Investment Partners increased its Carvana (CVNA) stake by 7.6% in Q2 2026, buying an estimated $2.48M and bringing the position to 495,000 shares worth $32.6M. The position accounts for 7.93% of the portfolio, ranked #6.

Gavilan Investment Partners first reported a position in CVNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.3M in Q4 2025. 807 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Gavilan Investment Partners held 495,000 shares of Carvana worth $32.6M as of Q2 2026.
  • Gavilan Investment Partners bought 35,000 Carvana shares in Q2 2026, an estimated $2.48M.
  • Carvana made up 7.93% of Gavilan Investment Partners's portfolio in Q2 2026, its #6 holding.
  • Gavilan Investment Partners first reported a position in Carvana in Q3 2025 and has held it in 4 quarters since.
  • Gavilan Investment Partners's Carvana position peaked at $36.3M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.