Carvana (CVNA) Held by Superinvestors

CARVANA CO (CVNA) is currently held by 10 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $4.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

CAS Investment Partners is currently the largest disclosed institutional shareholder of CVNA tracked by InsiderSet, reporting ownership valued at approximately $1.48B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.44B, representing an estimated loss of -3.18% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CVNA value among the investors covered in this analysis. Major shareholders include CAS Investment Partners, Viking Global Investors, Lone Pine Capital, and several other long-term asset managers with concentrated positions in CARVANA CO (CVNA).

This page ranks the largest institutional CVNA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
CAS Investment PartnersClifford Sosin78.85%22,559,570$1,484,870,897$1,437,721,396-$47,149,501-3.18%
Viking Global InvestorsOle Andreas Halvorsen2.31%12,322,311$811,054,510$785,300,880-$25,753,630-3.18%
Lone Pine CapitalStephen Mandel4.23%10,520,666$692,470,236$670,482,044-$21,988,192-3.18%
Durable Capital PartnersHenry Ellenbogen4.30%6,720,882$442,368,453$428,321,810-$14,046,643-3.18%
Renaissance Technologies LLCJim Simons0.46%5,122,450$337,159,659$326,453,739-$10,705,921-3.18%
Whale Rock Capital ManagementAlex Sacerdote2.25%4,267,080$280,859,206$271,941,008-$8,918,198-3.18%
RV CapitalRob Vinall30.31%1,763,296$116,060,143$112,374,854-$3,685,289-3.18%
Duquesne Family Office LlcStanley Druckenmiller0.23%151,000$9,939,000$9,623,230-$315,770-3.18%
Polen Capital ManagementDavid M. Polen0.02%37,504$2,468,513$2,390,130-$78,383-3.18%
Sequoia Financial Advisors0.01%18,750$1,234,142$1,194,938-$39,205-3.18%
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Frequently asked questions about CVNA

  • Who are the largest superinvestors holding CVNA?

    The largest superinvestors holding CVNA in the latest SEC Form 13F filings include CAS Investment Partners, Viking Global Investors, Lone Pine Capital, Durable Capital Partners, and Renaissance Technologies LLC. InsiderSet ranks these superinvestors by their latest reported CVNA position.

  • What does the CVNA superinvestors page include?

    This page tracks CVNA positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. CARVANA CO (CVNA) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold CVNA?

    InsiderSet currently tracks 10 superinvestors reporting CVNA holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CVNA.

  • How much CVNA stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $4.18B in CVNA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were CVNA superinvestor holdings last updated?

    The latest CVNA superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.

  • Are superinvestor CVNA holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CVNA position after the reporting date.

  • Are superinvestors buying or selling CVNA?

    Buying and selling can be analyzed by comparing CVNA positions across consecutive 13F reporting periods. InsiderSet's CVNA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVNA ownership changes.

  • How have superinvestor CVNA holdings changed over time?

    InsiderSet tracks CVNA holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.