SM
Selkirk Management’s Carvana CVNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Hold |
365,220
| – | – | 36.39% | 1 |
|
|
2025
Q1 | $76.4M | Hold |
365,220
| – | – | 29.31% | 1 |
|
|
2024
Q4 | $74.3M | Hold |
365,220
| – | – | 26.67% | 1 |
|
|
2024
Q3 | $63.6M | Hold |
365,220
| – | – | 25.99% | 1 |
|
|
2024
Q2 | $47M | Hold |
365,220
| – | – | 22.04% | 2 |
|
|
2024
Q1 | $32.1M | Hold |
365,220
| – | – | 16.48% | 2 |
|
|
2023
Q4 | $19.3M | Buy |
365,220
+39,000
| +12% | +$2.06M | 13.08% | 2 |
|
|
2023
Q3 | $13.7M | Buy |
326,220
+10,000
| +3% | +$420K | 10.19% | 4 |
|
|
2023
Q2 | $8.2M | Buy |
316,220
+243,000
| +332% | +$6.3M | 6.39% | 6 |
|
|
2023
Q1 | $717K | Hold |
73,220
| – | – | 0.85% | 13 |
|
|
2022
Q4 | $347K | Hold |
73,220
| – | – | 0.47% | 12 |
|
|
2022
Q3 | $1.49M | Buy |
73,220
+12,000
| +20% | +$244K | 1.77% | 12 |
|
|
2022
Q2 | $1.38M | Sell |
61,220
-30,200
| -33% | -$682K | 1.62% | 11 |
|
|
2022
Q1 | $10.9M | Sell |
91,420
-5,000
| -5% | -$596K | 6.89% | 5 |
|
|
2021
Q4 | $22.3M | Sell |
96,420
-69,800
| -42% | -$16.2M | 11.95% | 2 |
|
|
2021
Q3 | $50.1M | Hold |
166,220
| – | – | 20.41% | 1 |
|
|
2021
Q2 | $50.2M | Sell |
166,220
-15,000
| -8% | -$4.53M | 18.24% | 1 |
|
|
2021
Q1 | $47.6M | Hold |
181,220
| – | – | 14.14% | 1 |
|
|
2020
Q4 | $43.4M | Hold |
181,220
| – | – | 14.06% | 2 |
|
|
2020
Q3 | $40.4M | Hold |
181,220
| – | – | 12.84% | 2 |
|
|
2020
Q2 | $21.8M | Buy |
181,220
+33,625
| +23% | +$4.04M | 9.35% | 2 |
|
|
2020
Q1 | $8.13M | Buy |
147,595
+22,595
| +18% | +$1.24M | 4.59% | 9 |
|
|
2019
Q4 | $11.5M | Hold |
125,000
| – | – | 5.77% | 6 |
|
|
2019
Q3 | $8.25M | Hold |
125,000
| – | – | 4.66% | 9 |
|
|
2019
Q2 | $7.82M | Hold |
125,000
| – | – | 4.21% | 13 |
|
|
2019
Q1 | $7.26M | Buy |
125,000
+40,000
| +47% | +$2.32M | 4.12% | 14 |
|
|
2018
Q4 | $2.78M | Buy |
85,000
+46,000
| +118% | +$1.5M | 1.88% | 18 |
|
|
2018
Q3 | $2.31M | Buy |
+39,000
| New | +$2.31M | 1.17% | 18 |
|