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Lisanti Capital Growth’s Carvana CVNA Stock Holding History

Lisanti Capital Growth’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
Q2 		– Sell
-10,175
Closed -$425K – 113
2025
Q1 		$425K Sell
10,175
-11,450
-53% -$507K 0.13% 106
2024
Q4 		$880K Sell
21,625
-1,925
-8% -$86.5K 0.21% 104
2024
Q3 		$820K Sell
23,550
-23,925
-50% -$687K 0.21% 109
2024
Q2 		$1.22M Sell
47,475
-125,375
-73% -$2.52M 0.29% 96
2024
Q1 		$3.04M Buy
+172,850
New +$2.11M 0.74% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lisanti Capital Growth's CVNA Position: Q2 2025 in Review

Lisanti Capital Growth sold out of Carvana (CVNA) in Q2 2025, closing a stake of 10,175 shares — an estimated $425K sold.

Lisanti Capital Growth first reported a position in CVNA in Q1 2024 and held it in 5 quarters. The position peaked at $3.04M in Q1 2024. 741 funds tracked by Wall St. Rank hold CVNA as of Q2 2025.

  • Lisanti Capital Growth reported no remaining Carvana position as of Q2 2025 after selling out during the quarter.
  • Lisanti Capital Growth sold 10,175 Carvana shares in Q2 2025, an estimated $425K.
  • Lisanti Capital Growth first reported a position in Carvana in Q1 2024 and held it in 5 quarters.
  • Lisanti Capital Growth's Carvana position peaked at $3.04M in Q1 2024.
  • 741 funds tracked by Wall St. Rank held Carvana as of Q2 2025.

Based on Lisanti Capital Growth's 13F filing for Q2 2025, filed 7 Aug 2025.