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Rip Road Capital Partners’s Carvana CVNA Stock Holding History

Rip Road Capital Partners’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
2023
Q1 		– Sell
-952,075
Closed -$903K – 11
2022
Q4 		$903K Buy
+952,075
New +$2.01M 1.2% 15
2021
Q3 		– Sell
-210,105
Closed -$12.7M – 17
2021
Q2 		$12.7M Sell
210,105
-172,900
-45% -$9.41M 3.43% 16
2021
Q1 		$20.1M Sell
383,005
-50,535
-12% -$2.79M 5.86% 9
2020
Q4 		$20.8M Sell
433,540
-103,500
-19% -$4.73M 6.21% 8
2020
Q3 		$24M Sell
537,040
-167,000
-24% -$5.92M 8.11% 3
2020
Q2 		$16.9M Sell
704,040
-566,500
-45% -$10.6M 8.08% 3
2020
Q1 		$14M Buy
1,270,540
+735,265
+137% +$11.4M 9.24% 2
2019
Q4 		$9.85M Buy
+535,275
New +$8.96M 8.19% 5

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

Rip Road Capital Partners's CVNA Position: Q1 2023 in Review

Rip Road Capital Partners sold out of Carvana (CVNA) in Q1 2023, closing a stake of 952,075 shares — an estimated $903K sold.

Rip Road Capital Partners first reported a position in CVNA in Q4 2019 and held it in 8 quarters. The position peaked at $24M in Q3 2020. 215 funds tracked by Wall St. Rank hold CVNA as of Q1 2023.

  • Rip Road Capital Partners reported no remaining Carvana position as of Q1 2023 after selling out during the quarter.
  • Rip Road Capital Partners sold 952,075 Carvana shares in Q1 2023, an estimated $903K.
  • Rip Road Capital Partners first reported a position in Carvana in Q4 2019 and held it in 8 quarters.
  • Rip Road Capital Partners's Carvana position peaked at $24M in Q3 2020.
  • 215 funds tracked by Wall St. Rank held Carvana as of Q1 2023.

Based on Rip Road Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.