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RV Capital’s Carvana CVNA Stock Holding History

RV Capital’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 		$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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

RV Capital's CVNA Position: Q2 2026 in Review

RV Capital 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.

RV Capital 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. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • RV Capital held 1,763,296 shares of Carvana worth $116M as of Q2 2026.
  • RV Capital sold 123,194 Carvana shares in Q2 2026, an estimated $8.71M.
  • Carvana made up 30.31% of RV Capital's portfolio in Q2 2026, its #1 holding.
  • RV Capital first reported a position in Carvana in Q1 2020 and has held it in 21 quarters since.
  • RV Capital's Carvana position peaked at $172M in Q2 2025.
  • 815 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.