Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.8M Sell
604,579
-269,431
-31% -$19.1M 3.3% 15
2026
Q1
$55M Buy
874,010
+262,700
+43% +$19.5M 5.29% 13
2025
Q4
$51.6M Buy
611,310
+75,285
+14% +$5.6M 4.86% 11
2025
Q3
$40.4M Sell
536,025
-148,400
-22% -$10.6M 3.81% 16
2025
Q2
$46.1M Sell
684,425
-430,275
-39% -$23.6M 4.61% 13
2025
Q1
$46.6M Buy
+1,114,700
New +$49.3M 6.63% 8

Other funds holding CVNA

RDST Capital's CVNA Position: Q2 2026 in Review

RDST Capital reduced its Carvana (CVNA) stake by 31% in Q2 2026, selling an estimated $19.1M and leaving 604,579 shares worth $39.8M. The position accounts for 3.3% of the portfolio, ranked #15.

RDST Capital first reported a position in CVNA in Q1 2025 and has held it in 6 quarters since. The position peaked at $55M in Q1 2026. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • RDST Capital held 604,579 shares of Carvana worth $39.8M as of Q2 2026.
  • RDST Capital sold 269,431 Carvana shares in Q2 2026, an estimated $19.1M.
  • Carvana made up 3.3% of RDST Capital's portfolio in Q2 2026, its #15 holding.
  • RDST Capital first reported a position in Carvana in Q1 2025 and has held it in 6 quarters since.
  • RDST Capital's Carvana position peaked at $55M in Q1 2026.
  • 819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on RDST Capital's 13F filing for Q2 2026, filed 14 Aug 2026.