Woodson Capital Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-225,000	Closed	-$27M	–	27
2020 Q2	$27M	Sell	225,000 -175,000	-44%	-$21M	2.08%	13
2020 Q1	$22M	Buy	+400,000	New	+$22M	3.13%	13
2019 Q3	–	Sell	-215,000	Closed	-$13.5M	–	26
2019 Q2	$13.5M	Buy	+215,000	New	+$13.5M	2.3%	20