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
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
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
Q3  2025
≡ Viking Global Investors Add 94.92% 5,116,325 1.00
≡ Lee Ainslie - Maverick Capital Buy 1,087,760 1.10
Q2  2025
≡ Polen Capital Management Buy 58,475 0.01
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
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
Q3  2024
≡ Henry Ellenbogen - Durable Capital Partners Add 142.70% 5,994,275 1.53
Q2  2024
≡ Henry Ellenbogen - Durable Capital Partners Buy 4,200,655 0.89
≡ Viking Global Investors Buy 2,768,105 0.27
Q1  2024
≡ Robert Vinall - RV Capital GmbH Add 18.47% 660,595 3.10
Q4  2023
≡ Robert Vinall - RV Capital GmbH Add 12.46% 396,385 1.21
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
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
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
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
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
Q4  2020
≡ Stephen Mandel - Lone Pine Capital Buy 12,241,325 2.13
Q3  2020
≡ Clifford Sosin - CAS Investment Partners Add 6.90% 1,163,450 3.60
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 17,440 0.01
Q1  2020
≡ Stephen Mandel - Lone Pine Capital Add 408.54% 20,486,325 1.37
≡ Clifford Sosin - CAS Investment Partners Add 37.82% 5,246,830 12.71
≡ Bryan Lawrence - Oakcliff Capital Add 29.79% 351,110 2.71
≡ Chase Coleman - Tiger Global Management Add 22.39% 5,500,000 0.36
≡ Robert Vinall - RV Capital GmbH Buy 473,210 3.70
Q4  2019
≡ Clifford Sosin - CAS Investment Partners Add 6.53% 850,435 2.57
≡ Dennis Hong - ShawSpring Partners Add 5.91% 178,900 1.32
≡ Stephen Mandel - Lone Pine Capital Buy 5,014,550 0.49
Q3  2019
≡ Chase Coleman - Tiger Global Management Add 73.55% 10,410,690 0.73
≡ Clifford Sosin - CAS Investment Partners Add 2.74% 347,500 1.01
≡ Viking Global Investors Buy 601,435 0.04
Q2  2019
≡ Chase Coleman - Tiger Global Management Add 38.09% 3,903,845 0.26
≡ Clifford Sosin - CAS Investment Partners Add 0.40% 50,000 0.16
Q1  2019
≡ Clifford Sosin - CAS Investment Partners Add 16.49% 1,787,825 6.20
≡ Chase Coleman - Tiger Global Management Buy 10,250,000 0.66
≡ Bill Miller - Miller Value Partners Buy 20,000 0.01
Q4  2018
≡ Clifford Sosin - CAS Investment Partners Add 5.43% 558,035 1.38
Q2  2018
≡ Clifford Sosin - CAS Investment Partners Add 2.39% 240,455 0.75
Q1  2018
≡ Clifford Sosin - CAS Investment Partners Buy 10,040,340 20.10
Q2  2017
≡ Bill Miller - Miller Value Partners Buy 150,000 0.03

* "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.