GIG
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Goodnow Investment Group’s Carvana CVNA Stock Holding History

Goodnow Investment Group’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 		$228M Buy
3,622,205
+71,750
+2% +$5.32M 24.95% 1
2025
Q4 		$300M Buy
3,550,455
+294,140
+9% +$21.9M 27.96% 1
2025
Q3 		$246M Sell
3,256,315
-498,850
-13% -$35.7M 23.51% 1
2025
Q2 		$253M Sell
3,755,165
-547,600
-13% -$30M 23.58% 1
2025
Q1 		$180M Buy
4,302,765
+554,730
+15% +$24.5M 19.4% 1
2024
Q4 		$152M Sell
3,748,035
-651,900
-15% -$29.3M 15.02% 2
2024
Q3 		$153M Sell
4,399,935
-1,121,350
-20% -$32.2M 16.25% 1
2024
Q2 		$142M Sell
5,521,285
-1,097,135
-17% -$22.1M 16.45% 1
2024
Q1 		$116M Sell
6,618,420
-704,220
-10% -$8.6M 13.97% 1
2023
Q4 		$77.5M Buy
7,322,640
+115,700
+2% +$867K 10.9% 2
2023
Q3 		$60.5M Sell
7,206,940
-175,350
-2% -$1.51M 10.19% 2
2023
Q2 		$38.3M Buy
7,382,290
+16,350
+0.2% +$45.3K 5.51% 9
2023
Q1 		$14.4M Buy
7,365,940
+2,296,050
+45% +$3.98M 2.36% 14
2022
Q4 		$4.81M Sell
5,069,890
-695,000
-12% -$1.47M 0.77% 15
2022
Q3 		$23.4M Buy
5,764,890
+27,950
+0.5% +$182K 3.94% 12
2022
Q2 		$25.9M Buy
5,736,940
+1,506,850
+36% +$15.9M 3.99% 12
2022
Q1 		$101M Buy
4,230,090
+202,850
+5% +$5.92M 10.67% 2
2021
Q4 		$187M Buy
4,027,240
+143,215
+4% +$7.88M 15.78% 1
2021
Q3 		$234M Sell
3,884,025
-418,160
-10% -$27.8M 19.52% 1
2021
Q2 		$260M Buy
4,302,185
+230,840
+6% +$12.6M 21.78% 1
2021
Q1 		$214M Sell
4,071,345
-50,775
-1% -$2.8M 19.5% 1
2020
Q4 		$197M Sell
4,122,120
-508,520
-11% -$23.2M 19.92% 1
2020
Q3 		$207M Sell
4,630,640
-3,417,340
-42% -$121M 23.37% 1
2020
Q2 		$193M Sell
8,047,980
-596,250
-7% -$11.2M 23.01% 1
2020
Q1 		$95.2M Buy
8,644,230
+602,925
+7% +$9.33M 18.13% 1
2019
Q4 		$148M Sell
8,041,305
-1,449,420
-15% -$24.3M 19.83% 1
2019
Q3 		$125M Buy
9,490,725
+106,545
+1% +$1.53M 17.79% 1
2019
Q2 		$117M Sell
9,384,180
-634,595
-6% -$8.15M 15.59% 1
2019
Q1 		$116M Buy
10,018,775
+488,700
+5% +$4.11M 16.06% 1
2018
Q4 		$62.3M Buy
9,530,075
+918,475
+11% +$7.73M 11.75% 2
2018
Q3 		$102M Sell
8,611,600
-563,605
-6% -$6.03M 14.83% 1
2018
Q2 		$76.3M Buy
9,175,205
+736,300
+9% +$4.43M 12.16% 1
2018
Q1 		$38.7M Buy
8,438,905
+3,587,625
+74% +$14.3M 7.25% 4
2017
Q4 		$18.6M Buy
4,851,280
+705,570
+17% +$2.34M 3.4% 14
2017
Q3 		$12.2M Buy
4,145,710
+1,286,485
+45% +$4.69M 2.51% 15
2017
Q2 		$11.7M Buy
+2,859,225
New +$7.82M 2.45% 16

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goodnow Investment Group's CVNA Position: Q1 2026 in Review

Goodnow Investment Group increased its Carvana (CVNA) stake by 2% in Q1 2026, buying an estimated $5.32M and bringing the position to 3,622,205 shares worth $228M. The position accounts for 24.95% of the portfolio, ranked #1.

Goodnow Investment Group first reported a position in CVNA in Q2 2017 and has held it in 36 quarters since. The position peaked at $300M in Q4 2025. 776 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Goodnow Investment Group held 3,622,205 shares of Carvana worth $228M as of Q1 2026.
  • Goodnow Investment Group bought 71,750 Carvana shares in Q1 2026, an estimated $5.32M.
  • Carvana made up 24.95% of Goodnow Investment Group's portfolio in Q1 2026, its #1 holding.
  • Goodnow Investment Group first reported a position in Carvana in Q2 2017 and has held it in 36 quarters since.
  • Goodnow Investment Group's Carvana position peaked at $300M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Goodnow Investment Group's 13F filing for Q1 2026, filed 15 May 2026.