Follow-The-Filings

Security · featured owners

CVNA Carvana Co.

Consumer Discretionary CL A Equity as of 2026 Q2 among managers we track

  • 16 Owners
  • #37
  • Max 78.9%
  • Master 0.33%
  • $5.7B
  • 1 new 15 add 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Clifford Sosin - Cas Investment Partners 2026 Q2 78.9% Add +396.8% 22,559,570 $1.5B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.3% Add +343.2% 12,322,311 $811M history
Ben Tsai - Spruce House Investment Management 2026 Q2 22.6% Add +400.0% 11,675,000 $768M history
Stephen Mandel - Lone Pine Capital 2026 Q2 4.2% Add +499.6% 10,520,666 $692M history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 4.3% Add +575.0% 6,720,882 $442M history
Sachem Head Capital Management 2026 Q2 6.1% Add +466.5% 4,475,000 $295M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 2.3% Add +386.2% 4,267,080 $281M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.72% Add +465.4% 3,779,517 $249M history
Philippe Laffont - Coatue Management 2026 Q2 0.44% Add +381.5% 3,278,865 $216M history
Lee Ainslie - Maverick Capital 2026 Q2 1.5% Add +527.8% 2,638,673 $174M history
Robert Vinall - Rv Capital AG 2026 Q2 30.3% Add +367.3% 1,763,296 $116M history
Senator Investment Group 2026 Q2 2.4% Add +440.6% 997,870 $66M history
Davidson Kempner Capital Management 2026 Q2 0.51% Add +707.5% 656,500 $43M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 10.5% Add +698.0% 312,000 $21M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.19% New 0.19% 151,000 $10M history
Polen Capital Management 2026 Q2 0.02% Add +410.4% 37,504 $2M history
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 13.1% Exit −13.12 pp 1,252,960 $394M history
Josh Kushner - Thrive Capital Management exited 2026 Q2 last 2026 Q1 20.7% Exit −20.74 pp 226,761 $71M history

16 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 8 forms Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 1, 2026 · 3 forms Filing Doc
4 Period Jul 31, 2026 Filing Doc
4 Period Aug 1, 2026 · 5 forms Filing Doc
4 Period Jul 1, 2026 · 6 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders