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Polymer Capital Management’s Carvana CVNA Stock Holding History

Polymer 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
Q4 		– Sell
-6,455
Closed -$487K – 809
2025
Q3 		$487K Sell
6,455
-8,160
-56% -$584K 0.05% 436
2025
Q2 		$985K Buy
+14,615
New +$801K 0.12% 171

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's CVNA Position: Q4 2025 in Review

Polymer Capital Management sold out of Carvana (CVNA) in Q4 2025, closing a stake of 6,455 shares — an estimated $487K sold.

Polymer Capital Management first reported a position in CVNA in Q2 2025 and held it in 2 quarters. The position peaked at $985K in Q2 2025. 852 funds tracked by Wall St. Rank hold CVNA as of Q4 2025.

  • Polymer Capital Management reported no remaining Carvana position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 6,455 Carvana shares in Q4 2025, an estimated $487K.
  • Polymer Capital Management first reported a position in Carvana in Q2 2025 and held it in 2 quarters.
  • Polymer Capital Management's Carvana position peaked at $985K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Carvana as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.