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Lansing Management’s Carvana CVNA Stock Holding History

Lansing Management’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
2022
Q4 		– Sell
-463,440
Closed -$1.88M – 9
2022
Q3 		$1.88M Hold
463,440
– – 2.34% 7
2022
Q2 		$2.09M Sell
463,440
-377,000
-45% -$3.97M 2.14% 8
2022
Q1 		$20.1M Buy
840,440
+95,955
+13% +$2.8M 14.61% 4
2021
Q4 		$34.5M Hold
744,485
– – 20.82% 1
2021
Q3 		$44.9M Buy
744,485
+12,475
+2% +$830K 26.34% 1
2021
Q2 		$44.2M Buy
732,010
+4,100
+0.6% +$223K 26.79% 1
2021
Q1 		$38.2M Sell
727,910
-2,625
-0.4% -$145K 26.8% 1
2020
Q4 		$35M Sell
730,535
-26,315
-3% -$1.2M 25.15% 1
2020
Q3 		$33.8M Sell
756,850
-173,625
-19% -$6.16M 28.99% 1
2020
Q2 		$22.4M Sell
930,475
-164,625
-15% -$3.08M 21.52% 1
2020
Q1 		$12.1M Sell
1,095,100
-32,600
-3% -$504K 17.62% 4
2019
Q4 		$20.8M Buy
1,127,700
+22,000
+2% +$368K 21.16% 1
2019
Q3 		$14.6M Buy
1,105,700
+184,500
+20% +$2.65M 15.05% 3
2019
Q2 		$11.5M Buy
921,200
+27,295
+3% +$351K 12.53% 4
2019
Q1 		$10.4M Buy
893,905
+254,620
+40% +$2.14M 11.34% 5
2018
Q4 		$4.18M Buy
+639,285
New +$5.38M 5.43% 9

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lansing Management's CVNA Position: Q4 2022 in Review

Lansing Management sold out of Carvana (CVNA) in Q4 2022, closing a stake of 463,440 shares — an estimated $1.88M sold.

Lansing Management first reported a position in CVNA in Q4 2018 and held it in 16 quarters. The position peaked at $44.9M in Q3 2021. 224 funds tracked by Wall St. Rank hold CVNA as of Q4 2022.

  • Lansing Management reported no remaining Carvana position as of Q4 2022 after selling out during the quarter.
  • Lansing Management sold 463,440 Carvana shares in Q4 2022, an estimated $1.88M.
  • Lansing Management first reported a position in Carvana in Q4 2018 and held it in 16 quarters.
  • Lansing Management's Carvana position peaked at $44.9M in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Carvana as of Q4 2022.

Based on Lansing Management's 13F filing for Q4 2022, filed 14 Feb 2023.