John Overdeck’s Carvana CVNA Stock Holding History

John Overdeck’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	$5.9M	Sell	89,700 -120,300	-57%	-$8.51M	﹤0.01%	1983
2026 Q1	$13.2M	Buy	210,000 +54,000	+35%	+$4.01M	0.01%	1221
2025 Q4	$13.2M	Buy	+156,000	New	+$11.6M	0.02%	955
2022 Q1	–	Sell	-126,500	Closed	-$5.86M	–	3022
2021 Q4	$5.86M	Sell	126,500 -241,000	-66%	-$13.3M	0.01%	1102
2021 Q3	$22.2M	Buy	367,500 +283,500	+338%	+$18.9M	0.05%	435
2021 Q2	$5.07M	Sell	84,000 -50,500	-38%	-$2.75M	0.01%	1197
2021 Q1	$7.06M	Buy	134,500 +64,500	+92%	+$3.56M	0.02%	868
2020 Q4	$3.35M	Buy	70,000 +12,500	+22%	+$571K	0.01%	1167
2020 Q3	$2.56M	Buy	57,500 +32,500	+130%	+$1.15M	0.01%	1156
2020 Q2	$601K	Sell	25,000 -61,000	-71%	-$1.14M	﹤0.01%	1867
2020 Q1	$948K	Sell	86,000 -122,500	-59%	-$1.9M	0.01%	1444
2019 Q4	$3.84M	Buy	208,500 +152,500	+272%	+$2.55M	0.01%	1123
2019 Q3	$739K	Buy	+56,000	New	+$805K	﹤0.01%	2238
2018 Q3	–	Sell	-60,000	Closed	-$499K	–	3249
2018 Q2	$499K	Sell	60,000 -14,000	-19%	-$84.3K	﹤0.01%	2646
2018 Q1	$339K	Buy	+74,000	New	+$296K	﹤0.01%	2714

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

John Overdeck's CVNA Position: Q2 2026 in Review

John Overdeck increased its Carvana (CVNA) stake by 70% in Q2 2026, buying an estimated $4.9M and bringing the position to 168,143 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1460.

John Overdeck first reported a position in CVNA in Q2 2017 and has held it in 20 quarters since. The position peaked at $278M in Q2 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

John Overdeck held 168,143 shares of Carvana worth $11.1M as of Q2 2026.
John Overdeck bought 69,323 Carvana shares in Q2 2026, an estimated $4.9M.
Carvana made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1460 holding.
John Overdeck first reported a position in Carvana in Q2 2017 and has held it in 20 quarters since.
John Overdeck's Carvana position peaked at $278M in Q2 2025.
808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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