5 tracked superinvestors hold Carvana Co (CVNA), worth $2.1B combined, led by Andreas Halvorsen. Smart money is accumulating CVNA as of the latest 13F filings.
Current price
$74.59
+0.8%
1Y
Carvana Co., along with its subsidiaries, operates a digital platform facilitating the purchase and sale of pre-owned vehicles across the United States. Their comprehensive services span the entire customer journey, including sourcing and reconditioning automobiles, providing an intuitive online browsing and transaction experience, offering financing solutions, and supplying complementary…
Market cap
$82.9B
P/E
44.23
Div yield
0.0%
Revenue YoY
48.6%
Analyst target
$85
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$2.1B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
+5
5 buying · 0 selling
Smart money is net accumulating CVNA: 5 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Carvana Co (CVNA) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 1 other tracked funds, for $2.1B of combined disclosed exposure.
The largest position belongs to Andreas Halvorsen at 2.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 4 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.3% | $811M | |
| Added | 4.2% | $692M | |
| Added | 0.5% | $337M | |
| Added | 0.4% | $216M | |
| New buy | 0.2% | $10M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $25M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Mark Jenkins | Officer | 63,750 | $5M | 2026-09-01 |
| BHJC Trust | Officer | 50,000 | $4M | 2026-09-01 |
| Ira Platt | Director | 15,000 | $1M | 2026-08-13 |
| Mark Jenkins | Officer | 63,750 | $4M | 2026-08-03 |
| BHJC Trust | Officer | 50,000 | $3M | 2026-08-03 |
| Mark Jenkins | Officer | 63,750 | $4M | 2026-07-01 |
| BHJC Trust | Officer | 50,000 | $3M | 2026-07-01 |
| Ira Platt | Director | 15,000 | $1M | 2026-06-15 |
Which superinvestors own CVNA?
5 tracked funds hold Carvana Co (CVNA), the largest being Andreas Halvorsen (Viking Global Investors) at 2.3% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CVNA?
In the most recent 13F quarter, 5 tracked funds added or opened CVNA and 0 trimmed it, including 1 brand-new position.
How much CVNA do tracked funds hold?
Combined disclosed long exposure to CVNA across tracked superinvestors is $2.1B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.