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 Q2	$79.1M	Sell	1,201,343 -183,657	-13%	-$13M	4.75%	7
2026 Q1	$87.1M	Buy	1,385,000 +187,500	+16%	+$13.9M	5.81%	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	7.33%	2
2025 Q2	$118M	Sell	1,750,000 -350,000	-17%	-$19.2M	8.68%	3
2025 Q1	$87.8M	Buy	2,100,000 +350,000	+20%	+$15.5M	6.84%	6
2024 Q4	$71.2M	Buy	1,750,000 +700,000	+67%	+$31.4M	4.71%	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	1.31%	24
2021 Q4	–	Sell	-175,000	Closed	-$10.6M	–	33
2021 Q3	$10.6M	Hold	175,000	–	–	1.72%	29
2021 Q2	$10.6M	Hold	175,000	–	–	1.66%	29
2021 Q1	$9.18M	Buy	+175,000	New	+$9.65M	1.19%	35

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

No Street GP LP's CVNA Position: Q2 2026 in Review

No Street GP LP reduced its Carvana (CVNA) stake by 13% in Q2 2026, selling an estimated $13M and leaving 1,201,343 shares worth $79.1M. The position accounts for 4.75% of the portfolio, ranked #7.

No Street GP LP first reported a position in CVNA in Q1 2021 and has held it in 12 quarters since. The position peaked at $118M in Q2 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

No Street GP LP held 1,201,343 shares of Carvana worth $79.1M as of Q2 2026.
No Street GP LP sold 183,657 Carvana shares in Q2 2026, an estimated $13M.
Carvana made up 4.75% of No Street GP LP's portfolio in Q2 2026, its #7 holding.
No Street GP LP first reported a position in Carvana in Q1 2021 and has held it in 12 quarters since.
No Street GP LP's Carvana position peaked at $118M in Q2 2025.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.