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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | Clifford Sosin - CAS Investment Partners | Reduce 4.35% | 1,484,545 | 2.34 | |
| 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 | |||||
| ≡ | Chase Coleman - Tiger Global Management | Sell 100.00% | 561,850 | 0.02 | |
| Q2  2022 | |||||
| ≡ | Chase Coleman - Tiger Global Management | Reduce 98.68% | 42,094,035 | 1.50 | |
| ≡ | Bryan Lawrence - Oakcliff Capital | Sell 100.00% | 904,640 | 11.19 | |
| Q4  2021 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |||||
| ≡ | 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 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 83.34% | 21,252,550 | 2.60 | |
| Q1  2020 | |||||
| ≡ | Dennis Hong - ShawSpring Partners | Reduce 44.66% | 1,430,820 | 5.58 | |
| Q4  2019 | |||||
| ≡ | Viking Global Investors | Sell 100.00% | 601,435 | 0.04 | |
| Q3  2019 | |||||
| ≡ | Dennis Hong - ShawSpring Partners | Reduce 20.07% | 759,400 | 6.55 | |
| Q2  2019 | |||||
| ≡ | Dennis Hong - ShawSpring Partners | Reduce 13.65% | 598,105 | 4.39 | |
| ≡ | Bill Miller - Miller Value Partners | Sell 100.00% | 20,000 | 0.01 | |
| Q4  2018 | |||||
| ≡ | Bill Miller - Miller Value Partners | Sell 100.00% | 20,000 | 0.01 | |
| Q3  2018 | |||||
| ≡ | Bill Miller - Miller Value Partners | Reduce 86.67% | 130,000 | 0.07 | |
* "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.