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Patient Capital Management’s Carvana CVNA Stock Holding History

Patient 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
2025
Q2 		– Sell
-236,610
Closed -$9.89M – 42
2025
Q1 		$9.89M Buy
+236,610
New +$10.5M 0.51% 34

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patient Capital Management's CVNA Position: Q2 2025 in Review

Patient Capital Management sold out of Carvana (CVNA) in Q2 2025, closing a stake of 236,610 shares — an estimated $9.89M sold.

Patient Capital Management first reported a position in CVNA in Q1 2025 and held it in 1 quarter. The position peaked at $9.89M in Q1 2025. 741 funds tracked by Wall St. Rank hold CVNA as of Q2 2025.

  • Patient Capital Management reported no remaining Carvana position as of Q2 2025 after selling out during the quarter.
  • Patient Capital Management sold 236,610 Carvana shares in Q2 2025, an estimated $9.89M.
  • Patient Capital Management first reported a position in Carvana in Q1 2025 and held it in 1 quarter.
  • Patient Capital Management's Carvana position peaked at $9.89M in Q1 2025.
  • 741 funds tracked by Wall St. Rank held Carvana as of Q2 2025.

Based on Patient Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.