MFN Partners’s Carvana CVNA Stock Holding History

MFN 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
2022 Q2	–	Sell	-681,820	Closed	-$16.3M	–	19
2022 Q1	$16.3M	Buy	+681,820	New	+$19.9M	0.56%	17

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFN Partners's CVNA Position: Q2 2022 in Review

MFN Partners sold out of Carvana (CVNA) in Q2 2022, closing a stake of 681,820 shares — an estimated $16.3M sold.

MFN Partners first reported a position in CVNA in Q1 2022 and held it in 1 quarter. The position peaked at $16.3M in Q1 2022. 307 funds tracked by Wall St. Rank hold CVNA as of Q2 2022.

MFN Partners reported no remaining Carvana position as of Q2 2022 after selling out during the quarter.
MFN Partners sold 681,820 Carvana shares in Q2 2022, an estimated $16.3M.
MFN Partners first reported a position in Carvana in Q1 2022 and held it in 1 quarter.
MFN Partners's Carvana position peaked at $16.3M in Q1 2022.
307 funds tracked by Wall St. Rank held Carvana as of Q2 2022.

Based on MFN Partners's 13F filing for Q2 2022, filed 12 Aug 2022.