CVNA
Carvana CO
9 of the 83 super-investors we track hold CVNA, worth a combined $3.75B per their latest 13F filings. The largest position: Clifford Sosin at 78.9% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 80 of 100 (how strongly the cohort backs it) — ranked #2 of 742 stocks. The stock is up 13.4x since a tracked investor first held it at conviction size (Q1 2018 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.
Held through it: Clifford Sosin (33q straight), Robert Vinall (18q straight), Bryan Lawrence (15q straight) and 10 more. All multibaggers the cohort held →
Why super-investors own CVNA
CVNA is held by 9 super-investors in our cohort, with a combined position value of $3.8B. The highest-conviction owner is Clifford Sosin at 78.9% of their portfolio. Cohort ownership has grown from 8 to 9 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 added.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Carvana Co. $CVNA Shares Acquired by Navellier & Associates Inc.MarketBeat ·
- Kingsview Wealth Management LLC Buys 15,627 Shares of Carvana Co. $CVNAMarketBeat ·
- Carvana (NYSE:CVNA) Shows High Growth Momentum With a Breakout SetupChartMill ·
- Understanding Momentum Shifts in (CVNA)Stock Traders Daily ·
- Carvana Shares Slide as a Federal Probe Into an Outside Billionaire Investor Rattles the StockYahoo! Finance Canada ·
- Carvana Tokenized Stock (Robinhood) to Russian Ruble Price Today | Live CVNA to RUB Converter & Exchange RateCryptoRank ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2017Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Clifford Sosin | 78.9% | 34q | $1.48B | 22,559,570 |
| 2 | Viking Global Investors | 2.3% | 10q | $811M | 12,322,311 |
| 3 | Stephen Mandel | 4.2% | 13q | $692M | 10,520,666 |
| 4 | Henry Ellenbogen | 4.3% | 9q | $442M | 6,720,882 |
| 5 | Lee Ainslie | 1.6% | 13q | $174M | 2,638,673 |
| 6 | Robert Vinall | 30.3% | 21q | $116M | 1,763,296 |
| 7 | Joel Greenblatt | <0.1% | 35q | $20M | 308,928 |
| 8 | Stanley Druckenmiller | 0.2% | 7q | $10M | 151,000 |
| 9 | Polen Capital Management | <0.1% | 5q | $2M | 37,504 |
- 1Clifford Sosinport78.9%val$1.48B22,559,570 sh·34q held
- 2Viking Global Investorsport2.3%val$811M12,322,311 sh·10q held
- 3Stephen Mandelport4.2%val$692M10,520,666 sh·13q held
- 4Henry Ellenbogenport4.3%val$442M6,720,882 sh·9q held
- 5Lee Ainslieport1.6%val$174M2,638,673 sh·13q held
- 6Robert Vinallport30.3%val$116M1,763,296 sh·21q held
- 7Joel Greenblattport<0.1%val$20M308,928 sh·35q held
- 8Stanley Druckenmillerport0.2%val$10M151,000 sh·7q held
- 9Polen Capital Managementport<0.1%val$2M37,504 sh·5q held
Owners of CVNA also hold
Congress is trading CVNA
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-05-15
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-04-14
- Josh Gottheimersold$1,001 - $15,000 · 2026-02-18
- Josh Gottheimerbought$1,001 - $15,000 · 2025-06-20
- Josh Gottheimersold$1,001 - $15,000 · 2022-03-07
- Josh Gottheimersold$1,001 - $15,000 · 2021-05-27
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 4.3% | +35% | $442M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 0.2% | +100% | $10M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 146869102. Not investment advice.