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Lee Johnson Capital Management’s Carvana CVNA Stock Holding History

Lee Johnson Capital 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
2025
Q4 		– Sell
-68,645
Closed -$5.18M – 100
2025
Q3 		$5.18M Buy
+68,645
New +$4.91M 1.72% 21

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Johnson Capital Management's CVNA Position: Q4 2025 in Review

Lee Johnson Capital Management sold out of Carvana (CVNA) in Q4 2025, closing a stake of 68,645 shares — an estimated $5.18M sold.

Lee Johnson Capital Management first reported a position in CVNA in Q3 2025 and held it in 1 quarter. The position peaked at $5.18M in Q3 2025. 852 funds tracked by Wall St. Rank hold CVNA as of Q4 2025.

  • Lee Johnson Capital Management reported no remaining Carvana position as of Q4 2025 after selling out during the quarter.
  • Lee Johnson Capital Management sold 68,645 Carvana shares in Q4 2025, an estimated $5.18M.
  • Lee Johnson Capital Management first reported a position in Carvana in Q3 2025 and held it in 1 quarter.
  • Lee Johnson Capital Management's Carvana position peaked at $5.18M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Carvana as of Q4 2025.

Based on Lee Johnson Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.