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Woodson Capital Management’s Carvana CVNA Stock Holding History

Woodson 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
2020
Q3 		– Sell
-1,125,000
Closed -$27M – 31
2020
Q2 		$27M Sell
1,125,000
-875,000
-44% -$16.4M 2.08% 17
2020
Q1 		$22M Buy
+2,000,000
New +$30.9M 3.13% 13
2019
Q3 		– Sell
-1,075,000
Closed -$13.5M – 31
2019
Q2 		$13.5M Buy
+1,075,000
New +$13.8M 2.3% 21

Other funds holding CVNA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Woodson Capital Management's CVNA Position: Q3 2020 in Review

Woodson Capital Management sold out of Carvana (CVNA) in Q3 2020, closing a stake of 1,125,000 shares — an estimated $27M sold.

Woodson Capital Management first reported a position in CVNA in Q2 2019 and held it in 3 quarters. The position peaked at $27M in Q2 2020. 318 funds tracked by Wall St. Rank hold CVNA as of Q3 2020.

  • Woodson Capital Management reported no remaining Carvana position as of Q3 2020 after selling out during the quarter.
  • Woodson Capital Management sold 1,125,000 Carvana shares in Q3 2020, an estimated $27M.
  • Woodson Capital Management first reported a position in Carvana in Q2 2019 and held it in 3 quarters.
  • Woodson Capital Management's Carvana position peaked at $27M in Q2 2020.
  • 318 funds tracked by Wall St. Rank held Carvana as of Q3 2020.

Based on Woodson Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.