Nishkama Capital LLC’s Carvana CVNA Stock Holding History

Nishkama Capital LLC’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 Q4	–	Sell	-704,500	Closed	-$53.2M	–	76
2025 Q3	$53.2M	Buy	+704,500	New	+$50.4M	1.27%	14

Other funds holding CVNA

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

CIP

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

GCP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nishkama Capital LLC's CVNA Position: Q1 2026 in Review

Nishkama Capital LLC sold out of Carvana (CVNA) in Q1 2026, closing a stake of 199,165 shares — an estimated $16.8M sold.

Nishkama Capital LLC first reported a position in CVNA in Q4 2023 and held it in 9 quarters. The position peaked at $33.3M in Q3 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Nishkama Capital LLC reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
Nishkama Capital LLC sold 199,165 Carvana shares in Q1 2026, an estimated $16.8M.
Nishkama Capital LLC first reported a position in Carvana in Q4 2023 and held it in 9 quarters.
Nishkama Capital LLC's Carvana position peaked at $33.3M in Q3 2025.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Nishkama Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.