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CVNA

Carvana Co. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
13 of 97 filed · prev 12
Median weight
2.25%
Sector
Consumer Discretionary
Type
equity · US

Moves9 this quarter

Streakslongest holders · 37 quarters on record

  1. CAS Clifford Sosin, founder 78.8%34 quarters
  2. RV Capital Robert Vinall, portfolio manager 30.3%19 quarters
  3. PAR Paul Reeder, founder 2.8%13 quarters
  4. Durable Henry Ellenbogen, CIO 4.3%9 quarters
  5. Viking Andreas Halvorsen, CEO 2.3%9 quarters

The record for CVNA begins Q2 2017: 37 quarters.

Over time37 quarters, Q2 2017 to Q2 2026

Managers holding13 Q2 2026

Largest weight78.8% Q2 2026

Holders13 of 97 filed

CASClifford Sosin, founder78.85%22,559,570$1.5Btrimmed−1%−2.82 pp34 q
RV CapitalRobert Vinall, portfolio manager30.31%1,763,296$116Mtrimmed−7%−0.74 pp19 q
DurableHenry Ellenbogen, CIO4.30%6,720,882$442Madded+35%+1.08 pp9 q
Lone PineDavid Craver, CIO4.23%10,520,666$692Madded+20%+0.17 pp6 q
PARPaul Reeder, founder2.84%1,739,360$114Mheld—13 q
VikingAndreas Halvorsen, CEO2.31%12,322,311$811Mtrimmed−11%−0.13 pp9 q
Whale RockAlex Sacerdote, founder2.25%4,267,080$281Mtrimmed−3%−1.31 pp8 q
MaverickBen Silver, CIO1.57%2,638,673$174Madded+26%—4 q
D1Daniel Sundheim, founder0.72%3,779,517$249Madded+13%+1.15 pp2 q
CoatuePhilippe Laffont, founder0.44%3,278,865$216Mtrimmed−4%−0.30 pp6 q
DuquesneStanley Druckenmiller, portfolio manager0.23%151,000$10Mnew+0.23 ppnew
PRIMECAPJoel Fried, portfolio manager0.04%987,625$65Mheld—7 q
PolenDan Davidowitz, portfolio manager0.02%37,504$2Madded+2%—5 q