InvestorLens

CVNA — CARVANA CO

Consumer Discretionary · Auto Retail

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CVNA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 7 buying vs 0 selling last quarter
73
Macro Tailwind
Macro conditions are mixed for this sector
48
Congressional Activity
1 congressional purchase, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their CVNA position last quarter, 7 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 48/100 in a Contraction regime). 1 congressional purchase, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +7 tracked investors added or increased positions last quarter (Izzy Englander, Stanley Druckenmiller, Steve Mandel, …)
  • +6 tracked investors reported holding CVNA at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About CARVANA CO (CVNA)

CARVANA CO (CVNA) appears in the most recent 13F filings of 6 tracked institutional investors. CARVANA CO is classified in the Consumer Discretionary sector (Auto Retail industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.1B. Across recent filings, tracked investors recorded 12 new positions, 20 increased, 19 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CVNA

58
/100
Mixed Activity
Added / Increased32
Reduced19
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track CVNA

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CVNA Ownership Composition

How CARVANA CO is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
53% of tracked value
Institutions
6
tracked investors
Total Reported
$3.8B
combined 13F value
Types4
  • Multi-Strategy / Quant53.2%
  • Growth & Innovation23.9%
  • Other21.3%
  • Macro1.7%
Multi-Strategy / Quant(2)
53.2%
Growth & Innovation(2)
23.9%
Other(1)
21.3%
Macro(1)
1.7%

Tracked investors currently reporting CVNA

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    27.5M
    Value
    $1.8B
    % Portfolio
    0.21%
  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    12.3M
    Value
    $811.1M
    % Portfolio
    2.31%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    3.3M
    Value
    $215.8M
    % Portfolio
    0.44%
  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    10.5M
    Value
    $692.5M
    % Portfolio
    4.23%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3.2M
    Value
    $211.2M
    % Portfolio
    0.08%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    960.3K
    Value
    $63.2M
    % Portfolio
    0.09%

Previously held CVNA

These investors reported CVNA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management310.2K$97.5MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold CVNA?
6 tracked institutional investors disclosed a position in CVNA (CARVANA CO) in their most recent 13F filing.
Who is the largest institutional holder of CVNA?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CVNA, valued at $2.1B.
Did institutional ownership of CVNA increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 20 increased, 19 reduced, and 4 fully exited CVNA.
What sector is CVNA in?
CARVANA CO is classified in the Consumer Discretionary GICS sector, Auto Retail industry.
Where does this CVNA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.