Palestra Capital Management’s Carvana CVNA Stock Holding History

Palestra 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	$52.4M	Sell	795,635 -1,194,400	-60%	-$84.5M	1.78%	18
2026 Q1	$125M	Buy	1,990,035 +527,275	+36%	+$39.1M	4.88%	12
2025 Q4	$123M	Sell	1,462,760 -366,950	-20%	-$27.3M	4.36%	11
2025 Q3	$138M	Buy	1,829,710 +450,260	+33%	+$32.2M	4.45%	7
2025 Q2	$93M	Sell	1,379,450 -2,080,345	-60%	-$114M	2.7%	21
2025 Q1	$145M	Sell	3,459,795 -575,285	-14%	-$25.5M	5.7%	6
2024 Q4	$164M	Buy	4,035,080 +541,015	+15%	+$24.3M	4.5%	9
2024 Q3	$122M	Buy	+3,494,065	New	+$100M	4.01%	9

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

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

Palestra Capital Management reduced its Carvana (CVNA) stake by 60% in Q2 2026, selling an estimated $84.5M and leaving 795,635 shares worth $52.4M. The position accounts for 1.78% of the portfolio, ranked #18.

Palestra Capital Management first reported a position in CVNA in Q3 2024 and has held it in 8 quarters since. The position peaked at $164M in Q4 2024. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Palestra Capital Management held 795,635 shares of Carvana worth $52.4M as of Q2 2026.
Palestra Capital Management sold 1,194,400 Carvana shares in Q2 2026, an estimated $84.5M.
Carvana made up 1.78% of Palestra Capital Management's portfolio in Q2 2026, its #18 holding.
Palestra Capital Management first reported a position in Carvana in Q3 2024 and has held it in 8 quarters since.
Palestra Capital Management's Carvana position peaked at $164M in Q4 2024.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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