Investigate / reported ownership
CVNA
Carvana CO
9 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CVNA?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Carvana operates an online platform for buying and selling used cars, combining its sales experience with a vertically integrated supply chain.
Question to investigate: Can the integrated online model keep acquiring and selling inventory while funding its financing activity under changing credit and capital-market conditions?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Clifford Sosin · 2026Q2 · filed 2026-08-14 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- Stephen Mandel · 2026Q2 · filed 2026-08-14 ↗
- Henry Ellenbogen · 2026Q2 · filed 2026-08-14 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Robert Vinall · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Stanley Druckenmiller · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 4.3% | +35% | $442M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 0.2% | New position | $10M | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 146869102. No current price, valuation or manager motive is inferred.