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CVNA - CARVANA CO CL A

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 Q4 2025 it was held by 7 managers with an aggregate reported value of $3.86B, which is 0.33% of the combined portfolio.

As of Q4 2025, 7 tracked institutional managers held CVNA (CARVANA CO CL A) with an aggregate reported value of $3.86B0.33% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
CVNA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Clifford Sosin - CAS Investment Partners83.25%Reduce -5.7%4,610,200$1.95B
2Stephen Mandel - Lone Pine Capital5.52%Add +0.8%1,779,328$750.91M
3Viking Global Investors - Viking Global Investors1.19%Reduce -49.5%1,061,533$447.99M
4Henry Ellenbogen - Durable Capital Partners3.69%Add +3.6%925,045$390.39M
5Lee Ainslie - Maverick Capital2.09%Add +112.3%461,874$194.92M
6Robert Vinall - RV Capital GmbH29.81%Reduce -31.9%303,403$128.04M
7Polen Capital Management - Polen Capital Management0.02%Reduce -14.2%8,974$3.79M
Loading holder history for CVNA