Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$116M Sell
1,763,296
-123,194
-7% -$8.71M 30.31% 1
2026
Q1
$119M Buy
1,886,490
+369,475
+24% +$27.4M 31.05% 1
2025
Q4
$128M Sell
1,517,015
-709,260
-32% -$52.7M 29.81% 1
2025
Q3
$168M Sell
2,226,275
-325,485
-13% -$23.3M 30.75% 1
2025
Q2
$172M Sell
2,551,760
-185,810
-7% -$10.2M 31.83% 1
2025
Q1
$114M Hold
2,737,570
25.27% 1
2024
Q4
$111M Sell
2,737,570
-1,071,085
-28% -$48.1M 23.86% 1
2024
Q3
$133M Sell
3,808,655
-289,500
-7% -$8.31M 27.35% 1
2024
Q2
$106M Sell
4,098,155
-139,500
-3% -$2.81M 25.38% 1
2024
Q1
$74.5M Buy
4,237,655
+660,595
+18% +$8.06M 19.9% 3
2023
Q4
$37.9M Buy
3,577,060
+396,385
+12% +$2.97M 10.96% 5
2023
Q3
$26.7M Sell
3,180,675
-368,500
-10% -$3.17M 8.15% 5
2023
Q2
$18.4M Hold
3,549,175
6% 6
2023
Q1
$6.95M Hold
3,549,175
2.64% 6
2022
Q4
$3.36M Hold
3,549,175
1.7% 5
2022
Q3
$14.4M Buy
3,549,175
+962,500
+37% +$6.28M 6.88% 5
2022
Q2
$11.7M Buy
2,586,675
+112,000
+5% +$1.18M 5.26% 5
2022
Q1
$59M Buy
2,474,675
+1,809,500
+272% +$52.8M 18.28% 3
2021
Q4
$30.8M Buy
+665,175
New +$36.6M 7.98% 5
2020
Q3
Sell
-473,210
Closed -$11.4M 6
2020
Q2
$11.4M Hold
473,210
4.45% 5
2020
Q1
$5.21M Buy
+473,210
New +$7.32M 3.7% 6

Other funds holding CVNA

Robert Vinall's CVNA Position: Q2 2026 in Review

Robert Vinall reduced its Carvana (CVNA) stake by 6.5% in Q2 2026, selling an estimated $8.71M and leaving 1,763,296 shares worth $116M. The position accounts for 30.31% of the portfolio, ranked #1.

Robert Vinall first reported a position in CVNA in Q1 2020 and has held it in 21 quarters since. The position peaked at $172M in Q2 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Robert Vinall held 1,763,296 shares of Carvana worth $116M as of Q2 2026.
  • Robert Vinall sold 123,194 Carvana shares in Q2 2026, an estimated $8.71M.
  • Carvana made up 30.31% of Robert Vinall's portfolio in Q2 2026, its #1 holding.
  • Robert Vinall first reported a position in Carvana in Q1 2020 and has held it in 21 quarters since.
  • Robert Vinall's Carvana position peaked at $172M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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