GEH
CVNA icon

General Equity Holdings’s Carvana CVNA Stock Holding History

General Equity Holdings’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 		$71.4M Sell
1,085,165
-158,065
-13% -$11.2M 42.64% 1
2026
Q1 		$78.2M Buy
1,243,230
+182,750
+17% +$13.6M 58.02% 1
2025
Q4 		$89.5M Sell
1,060,480
-239,530
-18% -$17.8M 55.93% 1
2025
Q3 		$98.1M Buy
1,300,010
+119,610
+10% +$8.55M 59.67% 1
2025
Q2 		$79.5M Sell
1,180,400
-826,455
-41% -$45.3M 60.21% 1
2025
Q1 		$83.9M Sell
2,006,855
-475,260
-19% -$21M 76.05% 1
2024
Q4 		$101M Sell
2,482,115
-830,200
-25% -$37.3M 79.41% 1
2024
Q3 		$115M Sell
3,312,315
-2,002,995
-38% -$57.5M 80.13% 1
2024
Q2 		$137M Hold
5,315,310
– – 83.58% 1
2024
Q1 		$93.5M Hold
5,315,310
– – 77.62% 1
2023
Q4 		$56.3M Hold
5,315,310
– – 65.16% 1
2023
Q3 		$44.6M Hold
5,315,310
– – 54.48% 1
2023
Q2 		$27.6M Buy
5,315,310
+463,500
+10% +$1.29M 40.81% 1
2023
Q1 		$9.5M Sell
4,851,810
-151,250
-3% -$262K 22.36% 2
2022
Q4 		$4.74M Buy
5,003,060
+2,142,125
+75% +$4.52M 11.7% 5
2022
Q3 		$11.6M Buy
2,860,935
+909,400
+47% +$5.93M 18.1% 2
2022
Q2 		$8.81M Buy
1,951,535
+1,548,895
+385% +$16.3M 10.94% 3
2022
Q1 		$9.61M Buy
402,640
+186,310
+86% +$5.43M 7.13% 7
2021
Q4 		$10M Buy
216,330
+89,075
+70% +$4.9M 5.98% 10
2021
Q3 		$7.67M Sell
127,255
-62,500
-33% -$4.16M 6.04% 10
2021
Q2 		$11.5M Buy
189,755
+39,755
+27% +$2.16M 6.61% 7
2021
Q1 		$7.87M Buy
+150,000
New +$8.27M 4.68% 11
2020
Q3 		– Sell
-250,000
Closed -$6.01M – 12
2020
Q2 		$6.01M Sell
250,000
-365,900
-59% -$6.85M 3.84% 10
2020
Q1 		$6.79M Buy
615,900
+39,990
+7% +$619K 4.43% 10
2019
Q4 		$10.6M Sell
575,910
-496,125
-46% -$8.3M 7.11% 8
2019
Q3 		$14.2M Buy
1,072,035
+65,950
+7% +$948K 11.29% 4
2019
Q2 		$12.6M Sell
1,006,085
-6,000
-0.6% -$77.1K 15.74% 1
2019
Q1 		$11.8M Sell
1,012,085
-310,865
-23% -$2.62M 9.38% 5
2018
Q4 		$8.65M Buy
+1,322,950
New +$11.1M 5.03% 10

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

General Equity Holdings's CVNA Position: Q2 2026 in Review

General Equity Holdings reduced its Carvana (CVNA) stake by 13% in Q2 2026, selling an estimated $11.2M and leaving 1,085,165 shares worth $71.4M. The position accounts for 42.64% of the portfolio, ranked #1.

General Equity Holdings first reported a position in CVNA in Q4 2018 and has held it in 29 quarters since. The position peaked at $137M in Q2 2024. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • General Equity Holdings held 1,085,165 shares of Carvana worth $71.4M as of Q2 2026.
  • General Equity Holdings sold 158,065 Carvana shares in Q2 2026, an estimated $11.2M.
  • Carvana made up 42.64% of General Equity Holdings's portfolio in Q2 2026, its #1 holding.
  • General Equity Holdings first reported a position in Carvana in Q4 2018 and has held it in 29 quarters since.
  • General Equity Holdings's Carvana position peaked at $137M in Q2 2024.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on General Equity Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.