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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 Q1 2026 it was held by 7 managers with an aggregate reported value of $3.42B, which is 0.31% of the combined portfolio.

As of Q1 2026, 7 tracked institutional managers held CVNA (CARVANA CO) with an aggregate reported value of $3.42B0.31% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
CVNA

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

Holders

1Clifford Sosin - CAS Investment Partners81.67%Reduce -1.5%4,541,291$1.43B
2Viking Global Investors - Viking Global Investors2.44%Add +161.9%2,780,035$873.99M
3Stephen Mandel - Lone Pine Capital4.40%Reduce -1.4%1,754,709$551.65M
4Henry Ellenbogen - Durable Capital Partners3.22%Add +7.6%995,741$313.04M
5Lee Ainslie - Maverick Capital1.54%Reduce -9.0%420,276$132.13M
6Robert Vinall - RV Capital GmbH31.05%Add +24.4%377,298$118.82M
7Polen Capital Management - Polen Capital Management0.02%Reduce -18.1%7,348$2.31M
Loading holder history for CVNA