Sachem Head Capital Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-505,000
Closed -$60.2M 22
2022
Q1
$60.2M Buy
505,000
+135,000
+36% +$16.1M 1.54% 11
2021
Q4
$85.8M Buy
+370,000
New +$85.8M 2.02% 10
2021
Q3
Sell
-360,000
Closed -$109M 25
2021
Q2
$109M Buy
360,000
+185,000
+106% +$55.8M 2.81% 7
2021
Q1
$45.9M Buy
+175,000
New +$45.9M 1.24% 17