North Peak Capital Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
364,535
-42,447
| -10% | -$14.3M | 9.64% | 6 |
|
|
2025
Q1 | $85.1M | Buy |
406,982
+186,999
| +85% | +$39.1M | 8.54% | 5 |
|
|
2024
Q4 | $44.7M | Buy |
219,983
+74,889
| +52% | +$15.2M | 5.93% | 7 |
|
|
2024
Q3 | $25.3M | Sell |
145,094
-93,947
| -39% | -$16.4M | 3.55% | 7 |
|
|
2024
Q2 | $30.8M | Buy |
+239,041
| New | +$30.8M | 3.61% | 8 |
|
|
2020
Q1 | – | Sell |
-421,235
| Closed | -$38.8M | – | 13 |
|
|
2019
Q4 | $38.8M | Buy |
421,235
+54,533
| +15% | +$5.02M | 10.48% | 5 |
|
|
2019
Q3 | $24.2M | Buy |
366,702
+54,797
| +18% | +$3.62M | 10.4% | 7 |
|
|
2019
Q2 | $19.5M | Sell |
311,905
-24,295
| -7% | -$1.52M | 10.97% | 4 |
|
|
2019
Q1 | $19.5M | Buy |
336,200
+271,879
| +423% | +$15.8M | 12.56% | 3 |
|
|
2018
Q4 | $2.1M | Buy |
+64,321
| New | +$2.1M | 1.77% | 10 |
|