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CVNA Carvana

Consumer Discretionary, filed as CARVANA CO (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 9 managers in 2026 Q2, sold by 5

  • 16 Owners
  • #37
  • Max 78.9%
  • Master 0.33%
  • $5.7B
  • 1 new 8 add 3 reduce 2 exits 3 small

In 2026 Q2, 1 manager opened a position, 8 added, 3 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 78.9% (Clifford Sosin, Cas Investment Partners). Not free-float ownership.

  1. Clifford Sosin Add 78.9%
  2. Robert Vinall Add 30.3%
  3. Ben Tsai Add 22.6%
  4. Ram Parameswaran Add 10.5%
  5. Sachem Head Capital Management Add 6.1%
  6. Henry Ellenbogen Add 4.3%

Who owns CVNA

Sorted by value, long equity only, as of 2026 Q2.

History
Clifford Sosin, Cas Investment Partners 78.9% Reduce −0.6% 22,559,570 $1.5B History
Andreas Halvorsen, Viking Global Investors 2.3% Reduce −11.4% 12,322,311 $811M History
Ben Tsai, Spruce House Investment Management 22.6% Hold 11,675,000 $768M History
Stephen Mandel, Lone Pine Capital 4.2% Add +19.9% 10,520,666 $692M History
Henry Ellenbogen, Durable Capital Partners 4.3%, was 3.2% Add +35.0% 6,720,882 $442M History
Sachem Head Capital Management 6.1%, was 6.0% Add +13.3% 4,475,000 $295M History
Alex Sacerdote, Whale Rock Capital Management 2.3% Small trim −2.8% 4,267,080 $281M History
Dan Sundheim, D1 Capital Partners 0.72% Add +13.1% 3,779,517 $249M History
Philippe Laffont, Coatue Management 0.44% Small trim −3.7% 3,278,865 $216M History
Lee Ainslie, Maverick Capital 1.5%, was 1.5% Add +25.6% 2,638,673 $174M History
Robert Vinall, Rv Capital AG 30.3% Reduce −6.5% 1,763,296 $116M History
Senator Investment Group 2.4% Add +8.1% 997,870 $66M History
Davidson Kempner Capital Management 0.51%, was 0.35% Add +61.5% 656,500 $43M History
Ram Parameswaran, Octahedron Capital Management 10.5%, was 8.9% Add +59.6% 312,000 $21M History
Stanley Druckenmiller, Duquesne Family Office 0.19% New 0.19% 151,000 $9.9M History
Polen Capital Management 0.02%, was 0.01% Small add +2.1% 37,504 $2.5M History
Marc Stad, Dragoneer Investment Group exited 2026 Q2 Last 2026 Q1 13.1% Exit −13.12% 1,252,960 $394M History
Josh Kushner, Thrive Capital Management exited 2026 Q2 Last 2026 Q1 20.7% Exit −20.74% 226,761 $71M History

16 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CVNA's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CVNA insider trades
  • $1.5M bought by 1 insider
  • $30.1M sold by 5 insiders outside a trading plan
  • $244M sold by 8 insiders under 10b5-1 plans
  1. Thomas Taira President, Special Projects
    Planned sale
    $364K 5,597 shares at $65.00 1.5% of stake
    Traded Oct 12 Filed Oct 13
    ↗
  2. Stephen R Palmer Vice President of Accounting
    Planned sale
    $308K 5,000 shares at $61.64 4% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  3. Mark W. Jenkins CFO
    Planned sale
    $3.9M 63,750 shares at $61.64 5.3% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  4. Michael E Maroone Director
    Buy
    $1.5M 25,000 shares at $61.80 +3.5% to stake
    Traded Jul 31 Filed Oct 5
    ↗
  5. Thomas Taira President, Special Projects
    Planned sale
    $1.2M 16,789 shares at $70.58 4.4% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  6. Stephen R Palmer Vice President of Accounting
    Planned sale
    $358K 5,000 shares at $71.55 3.7% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  7. Mark W. Jenkins CFO
    Planned sale
    $4.6M 63,750 shares at $71.55 5.3% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  8. Benjamin E. Huston COO
    Planned sale
    $3.6M 50,000 shares at $71.55 9.5% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  9. Ira J. Platt Director
    Sale
    $2.2M 30,000 shares at $74.25 14% of stake
    Traded Aug 13–14 Filed Aug 17
    ↗
  10. J Danforth Quayle Director
    Planned sale
    $1.1M 14,525 shares at $75.00 6.3% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  11. Stephen R Palmer Vice President of Accounting
    Planned sale
    $322K 5,000 shares at $64.49 3.5% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  12. Mark W. Jenkins CFO
    Planned sale
    $4.1M 63,750 shares at $64.50 5.2% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  13. Benjamin E. Huston COO
    Planned sale
    $3.2M 50,000 shares at $64.50 8.5% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  14. Stephen R Palmer Vice President of Accounting
    Planned sale
    $343K 5,000 shares at $68.53 3.3% of stake
    Traded Jul 1 Filed Jul 2
    ↗
  15. Mark W. Jenkins CFO
    Planned sale
    $4.4M 63,750 shares at $68.34 5.8% of stake
    Traded Jul 1 Filed Jul 2
    ↗

Also filed in the last 12 months, not counted as buying or selling: 103 share withholdings for taxes, 67 option exercises, 23 stock grants, 3 other transactions, and 2 gifts.

Congress

2 members of Congress traded CVNA in the last three years: 2 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K May 15 filed Jun 8
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 14 filed May 8
  3. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Feb 18 filed Mar 16
  4. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Jun 20, 2025 filed Jul 16, 2025

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.77B $13.67B $20.32B
Gross profit $1.72B $2.88B $4.19B
Gross margin * 16.0% 21.0% 20.6%
Net income $0.45B $0.21B $1.41B
Net margin * 4.2% 1.5% 6.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.32B $4.87B $6.55B
Total non-current assets * $3.75B $3.62B $6.65B
Total assets $7.07B $8.48B $13.2B
Total current liabilities $1.54B $1.34B $1.52B
Total non-current liabilities * $5.92B $5.77B $7.48B
Total equity $0.243B $1.26B $3.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.803B $0.918B $1.04B
Cash from investing $31M -$13M -$230M
Cash from financing -$868M $261M -$137M
Net change in cash -$0.034B $1.17B $0.669B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.