← Super investors
CVNA
Carvana CO
8 super-investor ownerscombined $3.43Blargest position 81.7%
1 ADD
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 4
Peak: 6
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Clifford Sosin | 81.7% | 33q | $1.43B | 4,541,291 |
| 2 | Viking Global Investors | 2.4% | 9q | $874M | 2,780,035 |
| 3 | Stephen Mandel | 4.4% | 12q | $552M | 1,754,709 |
| 4 | Henry Ellenbogen | 3.2% | 8q | $313M | 995,741 |
| 5 | Lee Ainslie | 1.5% | 12q | $132M | 420,276 |
| 6 | Robert Vinall | 31.1% | 20q | $119M | 377,298 |
| 7 | Joel Greenblatt | <0.1% | 34q | $15M | 48,068 |
| 8 | Polen Capital Management | <0.1% | 4q | $2M | 7,348 |
Sort↑
- 1Clifford Sosin81.7%$1.43B4,541,291 sh·33q held
- 2Viking Global Investors2.4%$874M2,780,035 sh·9q held
- 3Stephen Mandel4.4%$552M1,754,709 sh·12q held
- 4Henry Ellenbogen3.2%$313M995,741 sh·8q held
- 5Lee Ainslie1.5%$132M420,276 sh·12q held
- 6Robert Vinall31.1%$119M377,298 sh·20q held
- 7Joel Greenblatt<0.1%$15M48,068 sh·34q held
- 8Polen Capital Management<0.1%$2M7,348 sh·4q held
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Robert Vinall | ADD | 31.1% | +24% | $119M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 146869102. Not investment advice.