Steadfast Capital Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$81.2M	Sell	240,837 -40,656	-14%	-$13.7M	1.45%	33
2025 Q1	$58.9M	Buy	281,493 +21,895	+8%	+$4.58M	1.56%	25
2024 Q4	$52.8M	Buy	259,598 +10,950	+4%	+$2.23M	1.07%	34
2024 Q3	$43.3M	Buy	248,648 +82,500	+50%	+$14.4M	0.96%	36
2024 Q2	$21.4M	Buy	+166,148	New	+$21.4M	0.45%	41