Ogborne Capital Management’s Carvana CVNA Stock Holding History

Ogborne Capital Management’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	$10.2M	Buy	+155,000	New	+$11M	3.56%	11
2020 Q1	–	Sell	-1,375,000	Closed	-$25.3M	–	14
2019 Q4	$25.3M	Sell	1,375,000 -320,470	-19%	-$5.36M	11.47%	3
2019 Q3	$22.4M	Buy	1,695,470 +414,220	+32%	+$5.95M	14.93%	3
2019 Q2	$16M	Buy	1,281,250 +443,750	+53%	+$5.7M	8.78%	4
2019 Q1	$9.72M	Buy	+837,500	New	+$7.05M	7.29%	5

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 $3.38T AUM 44.17% 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

Ogborne Capital Management's CVNA Position: Q2 2026 in Review

Ogborne Capital Management opened a new position in Carvana (CVNA) in Q2 2026: 155,000 shares worth $10.2M. The stake represents 3.56% of the portfolio and ranks #11 among its holdings. This is a return to the name: Ogborne Capital Management previously reported a position in CVNA as recently as Q4 2019.

Ogborne Capital Management first reported a position in CVNA in Q1 2019 and has held it in 5 quarters since. The position peaked at $25.3M in Q4 2019. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Ogborne Capital Management held 155,000 shares of Carvana worth $10.2M as of Q2 2026.
Carvana was a new Ogborne Capital Management position in Q2 2026.
Carvana made up 3.56% of Ogborne Capital Management's portfolio in Q2 2026, its #11 holding.
Ogborne Capital Management first reported a position in Carvana in Q1 2019 and has held it in 5 quarters since.
Ogborne Capital Management's Carvana position peaked at $25.3M in Q4 2019.
819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Ogborne Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.