Clifford Sosin - CAS Investment Partners
Holding/activity history for Carvana Co. (CVNA)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 6,827,803 | 43.72 | $52.94 | ||
| 2023 Q3 | 6,827,803 | 36.75 | $41.98 | ||
| 2023 Q2 | 6,827,803 | 26.95 | $25.92 | ||
| 2023 Q1 | 6,827,803 | 13.71 | $9.79 | ||
| 2022 Q4 | 6,827,803 | 7.73 | $4.74 | ||
| 2022 Q3 | 6,827,803 | 25.30 | Add 1.49% | 0.37 | $20.30 |
| 2022 Q2 | 6,727,803 | 23.04 | Add 61.61% | 8.78 | $22.58 |
| 2022 Q1 | 4,162,903 | 33.24 | Add 25.60% | 6.78 | $119.29 |
| 2021 Q4 | 3,314,303 | 40.09 | Add 0.28% | 0.11 | $231.79 |
| 2021 Q3 | 3,305,028 | 47.50 | $301.54 | ||
| 2021 Q2 | 3,305,028 | 42.43 | $301.82 | ||
| 2021 Q1 | 3,305,028 | 44.31 | Add 3.12% | 1.34 | $262.40 |
| 2020 Q4 | 3,205,028 | 42.54 | Reduce 11.14% | 5.33 | $239.54 |
| 2020 Q3 | 3,606,974 | 55.77 | Add 6.90% | 3.60 | $223.06 |
| 2020 Q2 | 3,374,284 | 48.85 | Reduce 11.77% | 6.51 | $134.45 |
| 2020 Q1 | 3,824,284 | 46.33 | Add 37.82% | 12.71 | $55.09 |
| 2019 Q4 | 2,774,918 | 42.01 | Add 6.53% | 2.57 | $92.05 |
| 2019 Q3 | 2,604,831 | 37.97 | Add 2.74% | 1.01 | $66.00 |
| 2019 Q2 | 2,535,331 | 40.66 | Add 0.40% | 0.16 | $62.59 |
| 2019 Q1 | 2,525,331 | 43.81 | Add 16.49% | 6.20 | $58.06 |
| 2018 Q4 | 2,167,766 | 26.90 | Add 5.43% | 1.38 | $32.71 |
| 2018 Q3 | 2,056,159 | 36.93 | $59.09 | ||
| 2018 Q2 | 2,056,159 | 32.28 | Add 2.39% | 0.75 | $45.17 |
| 2018 Q1 | 2,008,068 | 20.10 | Buy | 20.10 | $22.93 |