Polianta Ltd’s Carvana CVNA Stock Holding History

Polianta Ltd’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	$1.68M	Buy	+25,500	New	+$1.8M	0.21%	72
2025 Q4	–	Sell	-18,000	Closed	-$1.36M	–	93
2025 Q3	$1.36M	Sell	18,000 -4,000	-18%	-$286K	0.56%	59
2025 Q2	$1.48M	Sell	22,000 -5,500	-20%	-$302K	0.64%	22
2025 Q1	$1.15M	Buy	27,500 +2,000	+8%	+$88.5K	0.55%	34
2024 Q4	$1.04M	Sell	25,500 -10,500	-29%	-$472K	0.5%	63
2024 Q3	$1.25M	Sell	36,000 -6,500	-15%	-$187K	0.59%	24
2024 Q2	$1.09M	Buy	+42,500	New	+$855K	0.55%	32

Other funds holding CVNA

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Polianta Ltd's CVNA Position: Q2 2026 in Review

Polianta Ltd opened a new position in Carvana (CVNA) in Q2 2026: 25,500 shares worth $1.68M. The stake represents 0.21% of the portfolio and ranks #72 among its holdings. This is a return to the name: Polianta Ltd previously reported a position in CVNA as recently as Q3 2025.

Polianta Ltd first reported a position in CVNA in Q2 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Polianta Ltd held 25,500 shares of Carvana worth $1.68M as of Q2 2026.
Carvana was a new Polianta Ltd position in Q2 2026.
Carvana made up 0.21% of Polianta Ltd's portfolio in Q2 2026, its #72 holding.
Polianta Ltd first reported a position in Carvana in Q2 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.