LMR Partners’s Carvana CVNA Stock Holding History

LMR Partners’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
2026 Q2	$6.88M	Buy	+104,601	New	+$7.4M	0.03%	549
2026 Q1	–	Sell	-300,000	Closed	-$22.3M	–	1549
2025 Q4	$25.3M	Buy	300,000 +4,945	+2%	+$368K	0.05%	170
2025 Q3	$22.3M	Buy	295,055 +170,705	+137%	+$12.2M	0.1%	161
2025 Q2	$8.38M	Sell	124,350 -598,150	-83%	-$32.8M	0.06%	318
2025 Q1	$30.2M	Buy	722,500 +610,000	+542%	+$27M	0.28%	94
2024 Q4	$4.58M	Buy	112,500 +75,000	+200%	+$3.37M	0.04%	410
2024 Q3	$1.31M	Buy	+37,500	New	+$1.08M	0.01%	696
2023 Q1	–	Sell	-71,365	Closed	-$67.7K	–	1059
2022 Q4	$67.7K	Hold	71,365	–	–	﹤0.01%	1054
2022 Q3	$290K	Buy	+71,365	New	+$465K	0.01%	965
2020 Q4	–	Sell	-213,900	Closed	-$9.54M	–	517
2020 Q3	$9.54M	Buy	+213,900	New	+$7.59M	0.2%	56

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

LMR Partners's CVNA Position: Q2 2026 in Review

LMR Partners opened a new position in Carvana (CVNA) in Q2 2026: 104,601 shares worth $6.88M. The stake represents 0.03% of the portfolio and ranks #549 among its holdings. This is a return to the name: LMR Partners previously reported a position in CVNA as recently as Q4 2025.

LMR Partners first reported a position in CVNA in Q3 2020 and has held it in 10 quarters since. The position peaked at $30.2M in Q1 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

LMR Partners held 104,601 shares of Carvana worth $6.88M as of Q2 2026.
Carvana was a new LMR Partners position in Q2 2026.
Carvana made up 0.03% of LMR Partners's portfolio in Q2 2026, its #549 holding.
LMR Partners first reported a position in Carvana in Q3 2020 and has held it in 10 quarters since.
LMR Partners's Carvana position peaked at $30.2M in Q1 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.