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Carvana Co. is a holding company that was formed as a Delaware corporation in 2016 in order to operate the business of Carvana Group, LLC and its subsidiaries (collectively, "Carvana Group"). 10-K, Item 1
100% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
13F: Stephen Mandel added +500%, Andreas Halvorsen added +343%, Philippe Laffont added +381%, Stanley Druckenmiller new, Polen Capital added +410% in the quarter ending Jun 30, 2026.
Form 4: MAROONE MICHAEL E (Director) bought $1.5M in the open market since 2026-04-01.
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 84.70M | $5.6M | 11.45% | Added +376.3% |
| Capital Research Global Investors | 63.42M | $4.2B | 8.57% | Added +484.5% |
| BlackRock, Inc. | 48.49M | $3.2B | 6.55% | Added +320.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 45.59M | $3.0B | 6.16% | Added +406.9% |
| FMR LLC | 33.60M | $2.2B | 4.54% | Added +351.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32.15M | $2.1B | 4.35% | Added +406.6% |
| STATE STREET CORP | 29.44M | $1.9B | 3.98% | Added +417.1% |
| Capital International Investors | 23.26M | $1.5B | 3.14% | Added +598.9% |
| CAS Investment Partners, LLC | 22.56M | $1.5B | 3.05% | Added +396.8% |
| GREENOAKS LLC | 21.34M | $1.4B | 2.88% | Added +407.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 16.65M | $1.1B | 2.25% | Added +325.6% |
| Capital World Investors | 14.20M | $934.7M | 1.92% | Added +445.0% |
| VIKING GLOBAL INVESTORS LP | 12.32M | $811.1M | 1.67% | Added +343.2% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 11.68M | $768.4M | 1.58% | Added +400.0% |
| Aspex Management (HK) Ltd | 10.89M | $717K | 1.47% | Added +498.8% |
| LONE PINE CAPITAL LLC | 10.52M | $692.5M | 1.42% | Added +499.6% |
| Lingotto Investment Management LLP | 9.28M | $611.1M | 1.25% | Added +264.3% |
| JPMORGAN CHASE & CO | 8.62M | $549.1M | 1.16% | Added +239.7% |
| SANDS CAPITAL MANAGEMENT, LLC | 8.46M | $557.0M | 1.14% | Added +299.7% |
| Invesco Ltd. | 7.62M | $501.3M | 1.03% | Added +614.1% |
| KPS Global Asset Management UK Ltd | 7.50M | $493.6M | 1.01% | Added +400.0% |
| Durable Capital Partners LP | 6.72M | $442.4M | 0.91% | Added +575.0% |
| MORGAN STANLEY | 6.37M | $419.3M | 0.86% | Added +372.5% |
| NORTHERN TRUST CORP | 6.17M | $406.0M | 0.83% | Added +408.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.54M | $364.6M | 0.75% | Added +435.3% |
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Andreas Halvorsen Viking Global Investors | Jun 30, 2026 | 12.32M | $811.1M | 2.31% | Added +343.2% |
| Stephen Mandel Lone Pine Capital | Jun 30, 2026 | 10.52M | $692.5M | 4.23% | Added +499.6% |
| Philippe Laffont Coatue Management | Jun 30, 2026 | 3.28M | $215.8M | 0.45% | Added +381.5% |
| Stanley Druckenmiller Duquesne Family Office | Jun 30, 2026 | 151K | $9.9M | 0.23% | New |
| Polen Capital Polen Capital Management | Jun 30, 2026 | 38K | $2.5M | 0.02% | Added +410.4% |
Item 4, purpose of the transaction: Item 4 of the Original Schedule 13D is hereby amended and restated to include the following information. The information set forth in Item 5 is incorporated by reference in its entirety into this Item 4. The Reporting Persons' acquisitions of the securities reported herein were made for investment purposes. Except as set forth in this Item 4, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the matters described in clauses (a) through (j) of the instructions to Item 4 of Schedule 13D. However, in the future, the Reporting Persons will take such actions with respect to their investment in the Issuer as they deem appropriate, including,…Read the filing ↗
Work on CVNA in a spreadsheet:
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