Miller Value Partners’s Carvana CVNA Stock Holding History

Miller Value 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
2019 Q2	–	Sell	-20,000	Closed	-$232K	–	106
2019 Q1	$232K	Buy	+20,000	New	+$168K	0.01%	94
2018 Q4	–	Sell	-20,000	Closed	-$236K	–	103
2018 Q3	$236K	Sell	20,000 -130,000	-87%	-$1.39M	0.01%	101
2018 Q2	$1.25M	Hold	150,000	–	–	0.05%	81
2018 Q1	$688K	Hold	150,000	–	–	0.03%	85
2017 Q4	$574K	Hold	150,000	–	–	0.02%	88
2017 Q3	$440K	Hold	150,000	–	–	0.02%	97
2017 Q2	$614K	Buy	+150,000	New	+$410K	0.02%	86

Other funds holding CVNA

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

GIG

Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

Miller Value Partners's CVNA Position: Q2 2019 in Review

Miller Value Partners sold out of Carvana (CVNA) in Q2 2019, closing a stake of 20,000 shares — an estimated $232K sold.

Miller Value Partners first reported a position in CVNA in Q2 2017 and held it in 7 quarters. The position peaked at $1.25M in Q2 2018. 203 funds tracked by Wall St. Rank hold CVNA as of Q2 2019.

Miller Value Partners reported no remaining Carvana position as of Q2 2019 after selling out during the quarter.
Miller Value Partners sold 20,000 Carvana shares in Q2 2019, an estimated $232K.
Miller Value Partners first reported a position in Carvana in Q2 2017 and held it in 7 quarters.
Miller Value Partners's Carvana position peaked at $1.25M in Q2 2018.
203 funds tracked by Wall St. Rank held Carvana as of Q2 2019.

Based on Miller Value Partners's 13F filing for Q2 2019, filed 14 Aug 2019.