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Pelham Capital’s Carvana CVNA Stock Holding History

Pelham Capital’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
-100,250
Closed -$4.19M – 16
2025
Q1 		$4.19M Sell
100,250
-48,150
-32% -$2.13M 2.2% 15
2024
Q4 		$6.04M Sell
148,400
-75,100
-34% -$3.37M 3.53% 11
2024
Q3 		$7.78M Buy
+223,500
New +$6.42M 4.65% 10
2023
Q3 		– Sell
-3,847,165
Closed -$19.9M – 8
2023
Q2 		$19.9M Sell
3,847,165
-1,105,940
-22% -$3.07M 6.87% 5
2023
Q1 		$9.7M Hold
4,953,105
– – 3.29% 7
2022
Q4 		$4.7M Hold
4,953,105
– – 0.99% 8
2022
Q3 		$20.1M Hold
4,953,105
– – 4.67% 6
2022
Q2 		$22.4M Hold
4,953,105
– – 3.86% 8
2022
Q1 		$118M Buy
4,953,105
+530,265
+12% +$15.5M 12.81% 3
2021
Q4 		$205M Buy
4,422,840
+906,750
+26% +$49.9M 11.63% 3
2021
Q3 		$212M Buy
3,516,090
+203,885
+6% +$13.6M 11.76% 2
2021
Q2 		$200M Buy
3,312,205
+396,200
+14% +$21.6M 11.82% 4
2021
Q1 		$153M Buy
2,916,005
+29,685
+1% +$1.64M 9.5% 6
2020
Q4 		$138M Buy
2,886,320
+2,036,320
+240% +$93.1M 9.16% 6
2020
Q3 		$37.9M Buy
+850,000
New +$30.1M 2.93% 9

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 $5.72T AUM 30.48% 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 $5.06B AUM 91.14% 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

Pelham Capital's CVNA Position: Q2 2025 in Review

Pelham Capital sold out of Carvana (CVNA) in Q2 2025, closing a stake of 100,250 shares — an estimated $4.19M sold.

Pelham Capital first reported a position in CVNA in Q3 2020 and held it in 15 quarters. The position peaked at $212M in Q3 2021. 740 funds tracked by Wall St. Rank hold CVNA as of Q2 2025.

  • Pelham Capital reported no remaining Carvana position as of Q2 2025 after selling out during the quarter.
  • Pelham Capital sold 100,250 Carvana shares in Q2 2025, an estimated $4.19M.
  • Pelham Capital first reported a position in Carvana in Q3 2020 and held it in 15 quarters.
  • Pelham Capital's Carvana position peaked at $212M in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Carvana as of Q2 2025.

Based on Pelham Capital's 13F filing for Q2 2025, filed 18 Jul 2025.