Carvana Co. (CVNA)

Sector:Services
Super Investor Stats:
Ownership count:7
Ownership rank:74
% of all portfolios:1.483%
Hold Price * :$65.82
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2026
≡ Henry Ellenbogen - Durable Capital Partners Add 34.99% 1,742,177 1.11
≡ Lee Ainslie - Maverick Capital Add 25.57% 537,293 0.32
≡ Stephen Mandel - Lone Pine Capital Add 19.91% 1,747,121 0.70
≡ Polen Capital Management Add 2.08% 764 0.00
≡ Clifford Sosin - CAS Investment Partners Reduce 0.65% 146,885 0.51
≡ Robert Vinall - RV Capital GmbH Reduce 6.53% 123,194 2.12
≡ Viking Global Investors Reduce 11.35% 1,577,864 0.30
Q1  2026
≡ Viking Global Investors Add 161.89% 8,592,510 1.51
≡ Robert Vinall - RV Capital GmbH Add 24.36% 369,475 6.08
≡ Henry Ellenbogen - Durable Capital Partners Add 7.64% 353,480 0.23
≡ Stephen Mandel - Lone Pine Capital Reduce 1.38% 123,095 0.06
≡ Clifford Sosin - CAS Investment Partners Reduce 1.49% 344,545 1.24
≡ Lee Ainslie - Maverick Capital Reduce 9.01% 207,990 0.15
≡ Polen Capital Management Reduce 18.12% 8,130 0.00
Q4  2025
≡ Lee Ainslie - Maverick Capital Add 112.31% 1,221,610 1.11
≡ Henry Ellenbogen - Durable Capital Partners Add 3.65% 162,840 0.13
≡ Stephen Mandel - Lone Pine Capital Add 0.80% 70,185 0.04
≡ Clifford Sosin - CAS Investment Partners Reduce 5.72% 1,397,370 5.05
≡ Polen Capital Management Reduce 14.17% 7,410 0.00
≡ Robert Vinall - RV Capital GmbH Reduce 31.86% 709,260 13.94
≡ Viking Global Investors Reduce 49.48% 5,198,540 1.18
Q3  2025
≡ Viking Global Investors Add 94.92% 5,116,325 1.00
≡ Lee Ainslie - Maverick Capital Buy 1,087,760 1.10
≡ Clifford Sosin - CAS Investment Partners Reduce 0.66% 162,970 0.55
≡ Polen Capital Management Reduce 10.59% 6,195 0.00
≡ Robert Vinall - RV Capital GmbH Reduce 12.76% 325,485 4.50
Q2  2025
≡ Polen Capital Management Buy 58,475 0.01
≡ Robert Vinall - RV Capital GmbH Reduce 6.79% 185,810 2.32
≡ Clifford Sosin - CAS Investment Partners Reduce 13.42% 3,813,805 12.52
≡ Stephen Mandel - Lone Pine Capital Reduce 23.72% 2,744,385 1.34
≡ Henry Ellenbogen - Durable Capital Partners Reduce 53.83% 5,202,475 2.66
≡ Viking Global Investors Reduce 57.79% 7,379,425 1.44
≡ Samantha McLemore - Patient Capital Management Sell 100.00% 236,610 0.51
Q1  2025
≡ Viking Global Investors Add 192.34% 8,401,390 1.12
≡ Stephen Mandel - Lone Pine Capital Buy 11,570,840 4.24
≡ Samantha McLemore - Patient Capital Management Buy 236,610 0.51
≡ Henry Ellenbogen - Durable Capital Partners Reduce 10.85% 1,176,300 0.44
≡ Clifford Sosin - CAS Investment Partners Reduce 10.86% 3,463,840 9.41
Q4  2024
≡ Viking Global Investors Add 224.65% 3,022,475 0.39
≡ Henry Ellenbogen - Durable Capital Partners Add 6.34% 646,230 0.21
≡ Clifford Sosin - CAS Investment Partners Reduce 1.17% 378,985 0.90
≡ Robert Vinall - RV Capital GmbH Reduce 28.12% 1,071,085 9.34
Q3  2024
≡ Henry Ellenbogen - Durable Capital Partners Add 142.70% 5,994,275 1.53
≡ Clifford Sosin - CAS Investment Partners Reduce 1.18% 386,500 0.89
≡ Robert Vinall - RV Capital GmbH Reduce 7.06% 289,500 2.08
≡ Viking Global Investors Reduce 51.39% 1,422,665 0.18
Q2  2024
≡ Henry Ellenbogen - Durable Capital Partners Buy 4,200,655 0.89
≡ Viking Global Investors Buy 2,768,105 0.27
≡ Robert Vinall - RV Capital GmbH Reduce 3.29% 139,500 0.86
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 2,600,000 0.10
Q1  2024
≡ Robert Vinall - RV Capital GmbH Add 18.47% 660,595 3.10
≡ Clifford Sosin - CAS Investment Partners Reduce 4.35% 1,484,545 2.34
Q4  2023
≡ Robert Vinall - RV Capital GmbH Add 12.46% 396,385 1.21
Q3  2023
≡ Robert Vinall - RV Capital GmbH Reduce 10.38% 368,500 0.94
Q4  2022
≡ Lee Ainslie - Maverick Capital Sell 100.00% 3,678,555 0.34
Q3  2022
≡ Robert Vinall - RV Capital GmbH Add 37.21% 962,500 1.87
≡ Lee Ainslie - Maverick Capital Add 5.68% 197,585 0.02
≡ Clifford Sosin - CAS Investment Partners Add 1.49% 500,000 0.37
≡ Chase Coleman - Tiger Global Management Sell 100.00% 561,850 0.02
Q2  2022
≡ Clifford Sosin - CAS Investment Partners Add 61.61% 12,824,500 8.78
≡ Lee Ainslie - Maverick Capital Add 9.97% 315,605 0.04
≡ Robert Vinall - RV Capital GmbH Add 4.53% 112,000 0.23
≡ Bill & Melinda Gates Foundation Trust Buy 2,600,000 0.07
≡ Chase Coleman - Tiger Global Management Reduce 98.68% 42,094,035 1.50
≡ Bryan Lawrence - Oakcliff Capital Sell 100.00% 904,640 11.19
Q1  2022
≡ Robert Vinall - RV Capital GmbH Add 272.03% 1,809,500 13.37
≡ Bryan Lawrence - Oakcliff Capital Add 97.89% 447,500 5.54
≡ Lee Ainslie - Maverick Capital Add 34.41% 810,395 0.35
≡ Clifford Sosin - CAS Investment Partners Add 25.60% 4,243,000 6.78
≡ Chase Coleman - Tiger Global Management Add 17.46% 6,341,360 0.57
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 51.82% 803,835 0.45
≡ Chase Coleman - Tiger Global Management Add 18.13% 5,574,640 0.56
≡ Clifford Sosin - CAS Investment Partners Add 0.28% 46,375 0.11
≡ Robert Vinall - RV Capital GmbH Buy 665,175 7.98
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 10,711,545 2.18
Q3  2021
≡ Lee Ainslie - Maverick Capital Reduce 0.54% 8,385 0.01
≡ Chase Coleman - Tiger Global Management Reduce 3.26% 1,035,650 0.12
Q2  2021
≡ Lee Ainslie - Maverick Capital Add 61177.80% 1,556,975 0.89
≡ Chase Coleman - Tiger Global Management Add 5.69% 1,711,000 0.19
≡ Stephen Mandel - Lone Pine Capital Reduce 11.04% 1,329,500 0.26
≡ Daniel Loeb - Third Point Sell 100.00% 2,000,000 0.71
Q1  2021
≡ Clifford Sosin - CAS Investment Partners Add 3.12% 500,000 1.34
≡ Daniel Loeb - Third Point Buy 2,000,000 0.71
≡ Lee Ainslie - Maverick Capital Buy 2,545 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 1.64% 200,280 0.04
≡ Bryan Lawrence - Oakcliff Capital Reduce 54.03% 537,295 13.38
Q4  2020
≡ Stephen Mandel - Lone Pine Capital Buy 12,241,325 2.13
≡ Bryan Lawrence - Oakcliff Capital Reduce 5.39% 56,680 1.08
≡ Clifford Sosin - CAS Investment Partners Reduce 11.14% 2,009,730 5.33
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,470 0.01
Q3  2020
≡ Clifford Sosin - CAS Investment Partners Add 6.90% 1,163,450 3.60
≡ Bryan Lawrence - Oakcliff Capital Reduce 19.21% 250,000 4.83
≡ Lee Ainslie - Maverick Capital Reduce 57.17% 9,970 0.01
≡ Dennis Hong - ShawSpring Partners Sell 100.00% 1,135,285 6.11
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 473,210 4.45
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 4,248,325 0.52
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 17,440 0.01
≡ Clifford Sosin - CAS Investment Partners Reduce 11.77% 2,250,000 6.51
≡ Bryan Lawrence - Oakcliff Capital Reduce 14.95% 228,640 2.92
≡ Dennis Hong - ShawSpring Partners Reduce 35.97% 637,820 3.43

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.