Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$832K Sell
12,645
-18,850
-60% -$1.33M 0.01% 381
2026
Q1
$1.98M Buy
31,495
+17,345
+123% +$1.29M 0.03% 277
2025
Q4
$1.19M Sell
14,150
-715
-5% -$53.2K 0.01% 345
2025
Q3
$1.12M Sell
14,865
-250
-2% -$17.9K 0.01% 334
2025
Q2
$1.02M Buy
15,115
+2,860
+23% +$157K 0.01% 325
2025
Q1
$512K Buy
+12,255
New +$542K 0.01% 341

Other funds holding CVNA

LBP AM's CVNA Position: Q2 2026 in Review

LBP AM reduced its Carvana (CVNA) stake by 60% in Q2 2026, selling an estimated $1.33M and leaving 12,645 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #381.

LBP AM first reported a position in CVNA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2026. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • LBP AM held 12,645 shares of Carvana worth $832K as of Q2 2026.
  • LBP AM sold 18,850 Carvana shares in Q2 2026, an estimated $1.33M.
  • Carvana made up 0.01% of LBP AM's portfolio in Q2 2026, its #381 holding.
  • LBP AM first reported a position in Carvana in Q1 2025 and has held it in 6 quarters since.
  • LBP AM's Carvana position peaked at $1.98M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.