North Peak Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123M Sell
2025
Q1
$85.1M Buy
2024
Q4
$44.7M Buy
2024
Q3
$25.3M Sell
2024
Q2
$30.8M Buy
2020
Q1
Sell
2019
Q4
$38.8M Buy
2019
Q3
$24.2M Buy
2019
Q2
$19.5M Sell
2019
Q1
$19.5M Buy
2018
Q4
$2.1M Buy