No Street GP LP’s Carvana CVNA Stock Holding History

No Street GP LP’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 Q1	$87.1M	Buy	1,385,000 +187,500	+16%	+$13.9M	5.82%	5
2025 Q4	$101M	Sell	1,197,500 -280,000	-19%	-$20.8M	6.81%	4
2025 Q3	$111M	Sell	1,477,500 -272,500	-16%	-$19.5M	7.41%	2
2025 Q2	$118M	Sell	1,750,000 -350,000	-17%	-$19.2M	8.81%	3
2025 Q1	$87.8M	Buy	2,100,000 +350,000	+20%	+$15.5M	6.87%	6
2024 Q4	$71.2M	Buy	1,750,000 +700,000	+67%	+$31.4M	4.81%	9
2024 Q3	$36.6M	Buy	1,050,000 +225,000	+27%	+$6.46M	2.82%	13
2024 Q2	$21.2M	Buy	+825,000	New	+$16.6M	1.79%	24
2021 Q4	–	Sell	-175,000	Closed	-$10.6M	–	33
2021 Q3	$10.6M	Hold	175,000	–	–	1.78%	29
2021 Q2	$10.6M	Hold	175,000	–	–	1.66%	29
2021 Q1	$9.18M	Buy	+175,000	New	+$9.65M	1.55%	35

Other funds holding CVNA

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Geode Capital Management

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