No Street GP LP’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Sell |
350,000
-70,000
| -17% | -$23.6M | 8.68% | 3 |
|
|
2025
Q1 | $87.8M | Buy |
420,000
+70,000
| +20% | +$14.6M | 6.84% | 6 |
|
|
2024
Q4 | $71.2M | Buy |
350,000
+140,000
| +67% | +$28.5M | 4.71% | 9 |
|
|
2024
Q3 | $36.6M | Buy |
210,000
+45,000
| +27% | +$7.83M | 2.82% | 13 |
|
|
2024
Q2 | $21.2M | Buy |
+165,000
| New | +$21.2M | 1.31% | 23 |
|
|
2021
Q4 | – | Sell |
-35,000
| Closed | -$10.6M | – | 33 |
|
|
2021
Q3 | $10.6M | Hold |
35,000
| – | – | 1.72% | 28 |
|
|
2021
Q2 | $10.6M | Hold |
35,000
| – | – | 1.66% | 29 |
|
|
2021
Q1 | $9.18M | Buy |
+35,000
| New | +$9.18M | 1.19% | 34 |
|