MIG Capital’s Carvana CVNA Stock Holding History

MIG Capital’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 Q1	–	Sell	-7,540	Closed	-$307K	–	65
2024 Q4	$307K	Buy	+7,540	New	+$339K	0.03%	71

Other funds holding CVNA

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

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

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

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

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

CIP

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

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

SHIM

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

MIG Capital's CVNA Position: Q1 2025 in Review

MIG Capital sold out of Carvana (CVNA) in Q1 2025, closing a stake of 7,540 shares — an estimated $307K sold.

MIG Capital first reported a position in CVNA in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 613 funds tracked by Wall St. Rank hold CVNA as of Q1 2025.

MIG Capital reported no remaining Carvana position as of Q1 2025 after selling out during the quarter.
MIG Capital sold 7,540 Carvana shares in Q1 2025, an estimated $307K.
MIG Capital first reported a position in Carvana in Q4 2024 and held it in 1 quarter.
MIG Capital's Carvana position peaked at $307K in Q4 2024.
613 funds tracked by Wall St. Rank held Carvana as of Q1 2025.

Based on MIG Capital's 13F filing for Q1 2025, filed 14 May 2025.