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Selkirk Management’s Carvana CVNA Stock Holding History

Selkirk Management’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
Q1 		$115M Hold
1,826,100
– – 39.03% 1
2025
Q4 		$154M Hold
1,826,100
– – 40.76% 1
2025
Q3 		$138M Hold
1,826,100
– – 37.77% 1
2025
Q2 		$123M Hold
1,826,100
– – 36.39% 1
2025
Q1 		$76.4M Hold
1,826,100
– – 29.31% 1
2024
Q4 		$74.3M Hold
1,826,100
– – 26.67% 1
2024
Q3 		$63.6M Hold
1,826,100
– – 25.99% 1
2024
Q2 		$47M Hold
1,826,100
– – 22.04% 2
2024
Q1 		$32.1M Hold
1,826,100
– – 16.48% 2
2023
Q4 		$19.3M Buy
1,826,100
+195,000
+12% +$1.46M 13.08% 2
2023
Q3 		$13.7M Buy
1,631,100
+50,000
+3% +$430K 10.19% 4
2023
Q2 		$8.2M Buy
1,581,100
+1,215,000
+332% +$3.37M 6.39% 7
2023
Q1 		$717K Hold
366,100
– – 0.85% 13
2022
Q4 		$347K Hold
366,100
– – 0.47% 12
2022
Q3 		$1.49M Buy
366,100
+60,000
+20% +$391K 1.77% 12
2022
Q2 		$1.38M Sell
306,100
-151,000
-33% -$1.59M 1.62% 11
2022
Q1 		$10.9M Sell
457,100
-25,000
-5% -$729K 6.89% 5
2021
Q4 		$22.3M Sell
482,100
-349,000
-42% -$19.2M 11.95% 2
2021
Q3 		$50.1M Hold
831,100
– – 20.41% 1
2021
Q2 		$50.2M Sell
831,100
-75,000
-8% -$4.08M 18.24% 1
2021
Q1 		$47.6M Hold
906,100
– – 14.14% 1
2020
Q4 		$43.4M Hold
906,100
– – 14.06% 2
2020
Q3 		$40.4M Hold
906,100
– – 12.84% 2
2020
Q2 		$21.8M Buy
906,100
+168,125
+23% +$3.15M 9.35% 2
2020
Q1 		$8.13M Buy
737,975
+112,975
+18% +$1.75M 4.59% 9
2019
Q4 		$11.5M Hold
625,000
– – 5.77% 6
2019
Q3 		$8.25M Hold
625,000
– – 4.66% 9
2019
Q2 		$7.82M Hold
625,000
– – 4.21% 13
2019
Q1 		$7.26M Buy
625,000
+200,000
+47% +$1.68M 4.12% 14
2018
Q4 		$2.78M Buy
425,000
+230,000
+118% +$1.94M 1.88% 19
2018
Q3 		$2.31M Buy
+195,000
New +$2.09M 1.17% 19

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selkirk Management's CVNA Position: Q1 2026 in Review

Selkirk Management held its Carvana (CVNA) position steady in Q1 2026 at 1,826,100 shares worth $115M. The position accounts for 39.03% of the portfolio, ranked #1.

Selkirk Management first reported a position in CVNA in Q3 2018 and has held it in 31 quarters since. The position peaked at $154M in Q4 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Selkirk Management held 1,826,100 shares of Carvana worth $115M as of Q1 2026.
  • Selkirk Management left its Carvana share count unchanged in Q1 2026.
  • Carvana made up 39.03% of Selkirk Management's portfolio in Q1 2026, its #1 holding.
  • Selkirk Management first reported a position in Carvana in Q3 2018 and has held it in 31 quarters since.
  • Selkirk Management's Carvana position peaked at $154M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.