LIM
Lingotto Investment Management’s Carvana CVNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27B | Sell |
3,765,251
-280,045
| -7% | -$94.4M | 26.97% | 1 |
|
|
2025
Q1 | $846M | Buy |
4,045,296
+58,146
| +1% | +$12.2M | 22.09% | 1 |
|
|
2024
Q4 | $811M | Buy |
3,987,150
+57,215
| +1% | +$11.6M | 21.75% | 1 |
|
|
2024
Q3 | $684M | Buy |
3,929,935
+153,188
| +4% | +$26.7M | 19.73% | 1 |
|
|
2024
Q2 | $486M | Buy |
3,776,747
+52,833
| +1% | +$6.8M | 16.33% | 1 |
|
|
2024
Q1 | $327M | Sell |
3,723,914
-901,358
| -19% | -$79.2M | 13.71% | 2 |
|
|
2023
Q4 | $245M | Hold |
4,625,272
| – | – | 11.79% | 2 |
|
|
2023
Q3 | $194M | Sell |
4,625,272
-559,213
| -11% | -$23.5M | 10.41% | 4 |
|
|
2023
Q2 | $134M | Hold |
5,184,485
| – | – | 8.68% | 4 |
|
|
2023
Q1 | $50.8M | Buy |
+5,184,485
| New | +$50.8M | 3.64% | 11 |
|