CVNA - CARVANA CO
This page shows which of the focused investors we track hold CVNA and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2025 it was held by 7 managers with an aggregate reported value of $3.22B, which is 0.28% of the combined portfolio.
As of Q2 2025, 7 tracked institutional managers held CVNA (CARVANA CO) with an aggregate reported value of $3.22B — 0.28% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- CVNA
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Clifford Sosin - CAS Investment Partners | 80.82% | Reduce -13.4% | 4,922,268 | $1.66B |
| 2 | Stephen Mandel - Lone Pine Capital | 4.31% | Reduce -23.7% | 1,765,291 | $594.83M |
| 3 | Viking Global Investors - Viking Global Investors | 1.05% | Reduce -57.8% | 1,077,976 | $363.23M |
| 4 | Henry Ellenbogen - Durable Capital Partners | 2.28% | Reduce -53.8% | 892,477 | $300.73M |
| 5 | Robert Vinall - RV Capital GmbH | 31.83% | Reduce -6.8% | 510,352 | $171.97M |
| 6 | Polen Capital Management - Polen Capital Management | 0.01% | New | 11,695 | $3.94M |
Call holders — bullish via leverage
1 manager holds call options on CVNA — a right to buy at strike. Notional value, not premium.
| 1 | Stephen Mandel - Lone Pine Capital | - | 383,500 | $129.22M |
Loading holder history for CVNA…