Consumer Discretionary · owned by 2 fund managers
Who owns Carvana (CVNA)?
2 of the 22 fund managers we track hold Carvana, worth $702M combined as of Q2 2026. Stephen Mandel has the biggest bet at 4.2% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$702M
At quarter-end prices
Biggest weight
4.2%
Stephen Mandel
Buyers / sellers
2 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Carvana appears in 2 of our 22 portfolios.
- Largest holder: Stephen Mandel (4.2% of portfolio)
- 2 managers bought or added this quarter
- 0 managers trimmed or sold out
- 2 congressional trades disclosed recently (1 buys, 1 sells)
- Company insiders in Q3 2026: bought $2M, sold $29M
This is not a recommendation. Do your own research.
Fund managers who own CVNA
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 4.23% | Added | 10,520,666 | $692M |
| Stanley Druckenmiller Duquesne Family Office | 0.19% | New | 151,000 | $10M |
Congressional trades in CVNAAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Sell | $1,001 – $15,000 | 15 May 2026 | 8 Jun 2026 |
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 14 Apr 2026 | 8 May 2026 |
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