SCM
CVNA icon

Steadfast Capital Management’s Carvana CVNA Stock Holding History

Steadfast Capital 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 		– Sell
-439,790
Closed -$37.1M – 78
2025
Q4 		$37.1M Sell
439,790
-168,665
-28% -$12.5M 0.65% 40
2025
Q3 		$45.9M Sell
608,455
-595,730
-49% -$42.6M 0.83% 38
2025
Q2 		$81.2M Sell
1,204,185
-203,280
-14% -$11.1M 1.51% 34
2025
Q1 		$58.9M Buy
1,407,465
+109,475
+8% +$4.84M 1.67% 26
2024
Q4 		$52.8M Buy
1,297,990
+54,750
+4% +$2.46M 1.12% 35
2024
Q3 		$43.3M Buy
1,243,240
+412,500
+50% +$11.8M 1.01% 37
2024
Q2 		$21.4M Buy
+830,740
New +$16.7M 0.51% 44

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 $5.7T 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