Palestra Capital Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$93M	Sell	275,890 -416,069	-60%	-$140M	2.7%	21
2025 Q1	$145M	Sell	691,959 -115,057	-14%	-$24.1M	5.7%	6
2024 Q4	$164M	Buy	807,016 +108,203	+15%	+$22M	4.5%	9
2024 Q3	$122M	Buy	+698,813	New	+$122M	4.01%	9