Pelham Capital’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,050
Closed -$4.19M 14
2025
Q1
$4.19M Sell
20,050
-9,630
-32% -$2.01M 2.2% 13
2024
Q4
$6.04M Sell
29,680
-15,020
-34% -$3.05M 3.53% 10
2024
Q3
$7.78M Buy
+44,700
New +$7.78M 4.65% 9
2023
Q3
Sell
-769,433
Closed -$19.9M 8
2023
Q2
$19.9M Sell
769,433
-221,188
-22% -$5.73M 6.87% 5
2023
Q1
$9.7M Hold
990,621
3.29% 6
2022
Q4
$4.7M Hold
990,621
0.99% 7
2022
Q3
$20.1M Hold
990,621
4.67% 6
2022
Q2
$22.4M Hold
990,621
3.86% 8
2022
Q1
$118M Buy
990,621
+106,053
+12% +$12.7M 12.81% 3
2021
Q4
$205M Buy
884,568
+181,350
+26% +$42M 11.63% 3
2021
Q3
$212M Buy
703,218
+40,777
+6% +$12.3M 11.76% 2
2021
Q2
$200M Buy
662,441
+79,240
+14% +$23.9M 11.82% 4
2021
Q1
$153M Buy
583,201
+5,937
+1% +$1.56M 9.5% 6
2020
Q4
$138M Buy
577,264
+407,264
+240% +$97.6M 9.16% 6
2020
Q3
$37.9M Buy
+170,000
New +$37.9M 2.93% 9