Ogborne Capital Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-275,000	Closed	-$25.3M	–	12
2019 Q4	$25.3M	Sell	275,000 -64,094	-19%	-$5.9M	11.47%	2
2019 Q3	$22.4M	Buy	339,094 +82,844	+32%	+$5.47M	14.93%	2
2019 Q2	$16M	Buy	256,250 +88,750	+53%	+$5.55M	8.78%	3
2019 Q1	$9.73M	Buy	+167,500	New	+$9.73M	7.29%	4