Oak Thistle LLC’s Carvana CVNA Stock Holding History

Oak Thistle LLC’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	$1.69M	Buy	+25,705	New	+$1.82M	0.16%	234
2026 Q1	–	Sell	-7,065	Closed	-$596K	–	509
2025 Q4	$596K	Sell	7,065 -4,475	-39%	-$333K	0.08%	406
2025 Q3	$871K	Sell	11,540 -3,795	-25%	-$271K	0.13%	287
2025 Q2	$1.03M	Buy	+15,335	New	+$841K	0.15%	255
2025 Q1	–	Sell	-16,190	Closed	-$658K	–	451
2024 Q4	$658K	Buy	16,190 +8,690	+116%	+$390K	0.2%	194
2024 Q3	$261K	Buy	+7,500	New	+$215K	0.08%	353

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

Oak Thistle LLC's CVNA Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Carvana (CVNA) in Q2 2026: 25,705 shares worth $1.69M. The stake represents 0.16% of the portfolio and ranks #234 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in CVNA as recently as Q4 2025.

Oak Thistle LLC first reported a position in CVNA in Q3 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Oak Thistle LLC held 25,705 shares of Carvana worth $1.69M as of Q2 2026.
Carvana was a new Oak Thistle LLC position in Q2 2026.
Carvana made up 0.16% of Oak Thistle LLC's portfolio in Q2 2026, its #234 holding.
Oak Thistle LLC first reported a position in Carvana in Q3 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.