Kinetic Partners Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$65.7M	Buy	194,859 +34,042	+21%	+$11.5M	3.59%	11
2025 Q1	$33.6M	Buy	160,817 +48,900	+44%	+$10.2M	2.41%	16
2024 Q4	$22.8M	Sell	111,917 -201,783	-64%	-$41M	1.5%	19
2024 Q3	$54.6M	Sell	313,700 -199,100	-39%	-$34.7M	3.79%	11
2024 Q2	$66M	Buy	+512,800	New	+$66M	4.8%	5