Carvana Co. (CVNA)

Sector:Services
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:1.292%
Hold Price * :$174.11
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Viking Global Investors Reduce 51.39% 284,533 0.18
Clifford Sosin - CAS Investment Partners Reduce 1.18% 77,300 0.89
Robert Vinall - RV Capital GmbH Reduce 7.06% 57,900 2.08
Q2  2024
Bill & Melinda Gates Foundation Trust Sell 100.00% 520,000 0.10
Viking Global Investors Buy 553,621 0.27
Robert Vinall - RV Capital GmbH Reduce 3.29% 27,900 0.86
Q1  2024
Clifford Sosin - CAS Investment Partners Reduce 4.35% 296,909 2.34
Robert Vinall - RV Capital GmbH Add 18.47% 132,119 3.10
Q4  2023
Robert Vinall - RV Capital GmbH Add 12.46% 79,277 1.21
Q3  2023
Robert Vinall - RV Capital GmbH Reduce 10.38% 73,700 0.94
Q4  2022
Lee Ainslie - Maverick Capital Sell 100.00% 735,711 0.34
Q3  2022
Chase Coleman - Tiger Global Management Sell 100.00% 112,370 0.02
Lee Ainslie - Maverick Capital Add 5.68% 39,517 0.02
Clifford Sosin - CAS Investment Partners Add 1.49% 100,000 0.37
Robert Vinall - RV Capital GmbH Add 37.21% 192,500 1.87
Q2  2022
Lee Ainslie - Maverick Capital Add 9.97% 63,121 0.04
Bill & Melinda Gates Foundation Trust Buy 520,000 0.07
Robert Vinall - RV Capital GmbH Add 4.53% 22,400 0.23
Chase Coleman - Tiger Global Management Reduce 98.68% 8,418,807 1.50
Clifford Sosin - CAS Investment Partners Add 61.61% 2,564,900 8.78
Bryan Lawrence - Oakcliff Capital Sell 100.00% 180,928 11.19
Q1  2022
Lee Ainslie - Maverick Capital Add 34.41% 162,079 0.35
Chase Coleman - Tiger Global Management Add 17.46% 1,268,272 0.57
Bryan Lawrence - Oakcliff Capital Add 97.89% 89,500 5.54
Clifford Sosin - CAS Investment Partners Add 25.60% 848,600 6.78
Robert Vinall - RV Capital GmbH Add 272.03% 361,900 13.37
Q4  2021
Clifford Sosin - CAS Investment Partners Add 0.28% 9,275 0.11
Lee Ainslie - Maverick Capital Add 51.82% 160,767 0.45
Chase Coleman - Tiger Global Management Add 18.13% 1,114,928 0.56
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,142,309 2.18
Robert Vinall - RV Capital GmbH Buy 133,035 7.98
Q3  2021
Lee Ainslie - Maverick Capital Reduce 0.54% 1,677 0.01
Chase Coleman - Tiger Global Management Reduce 3.26% 207,130 0.12
Q2  2021
Chase Coleman - Tiger Global Management Add 5.69% 342,200 0.19
Stephen Mandel - Lone Pine Capital Reduce 11.04% 265,900 0.26
Daniel Loeb - Third Point Sell 100.00% 400,000 0.71
Lee Ainslie - Maverick Capital Add 61177.80% 311,395 0.89
Q1  2021
Lee Ainslie - Maverick Capital Buy 509 0.00
Stephen Mandel - Lone Pine Capital Reduce 1.64% 40,056 0.04
Daniel Loeb - Third Point Buy 400,000 0.71
Clifford Sosin - CAS Investment Partners Add 3.12% 100,000 1.34
Bryan Lawrence - Oakcliff Capital Reduce 54.03% 107,459 13.38
Q4  2020
Lee Ainslie - Maverick Capital Sell 100.00% 1,494 0.01
Bryan Lawrence - Oakcliff Capital Reduce 5.39% 11,336 1.08
Stephen Mandel - Lone Pine Capital Buy 2,448,265 2.13
Clifford Sosin - CAS Investment Partners Reduce 11.14% 401,946 5.33
Q3  2020
Lee Ainslie - Maverick Capital Reduce 57.17% 1,994 0.01
Stephen Mandel - Lone Pine Capital Sell 100.00% 849,665 0.52
Clifford Sosin - CAS Investment Partners Add 6.90% 232,690 3.60
Robert Vinall - RV Capital GmbH Sell 100.00% 94,642 4.45
Bryan Lawrence - Oakcliff Capital Reduce 19.21% 50,000 4.83
Dennis Hong - ShawSpring Partners Sell 100.00% 227,057 6.11
Q2  2020
Lee Ainslie - Maverick Capital Buy 3,488 0.01
Stephen Mandel - Lone Pine Capital Reduce 83.34% 4,250,510 2.60
Bryan Lawrence - Oakcliff Capital Reduce 14.95% 45,728 2.92
Dennis Hong - ShawSpring Partners Reduce 35.97% 127,564 3.43
Clifford Sosin - CAS Investment Partners Reduce 11.77% 450,000 6.51
Q1  2020
Chase Coleman - Tiger Global Management Add 22.39% 1,100,000 0.36
Stephen Mandel - Lone Pine Capital Add 408.54% 4,097,265 1.37
Bryan Lawrence - Oakcliff Capital Add 29.79% 70,222 2.71
Robert Vinall - RV Capital GmbH Buy 94,642 3.70
Dennis Hong - ShawSpring Partners Reduce 44.66% 286,164 5.58
Clifford Sosin - CAS Investment Partners Add 37.82% 1,049,366 12.71
Q4  2019
Viking Global Investors Sell 100.00% 120,287 0.04
Stephen Mandel - Lone Pine Capital Buy 1,002,910 0.49
Dennis Hong - ShawSpring Partners Add 5.91% 35,780 1.32
Clifford Sosin - CAS Investment Partners Add 6.53% 170,087 2.57
Q3  2019
Viking Global Investors Buy 120,287 0.04
Chase Coleman - Tiger Global Management Add 73.55% 2,082,138 0.73
Clifford Sosin - CAS Investment Partners Add 2.74% 69,500 1.01
Dennis Hong - ShawSpring Partners Reduce 20.07% 151,880 6.55
Q2  2019
Bill Miller - Miller Value Partners Sell 100.00% 4,000 0.01
Clifford Sosin - CAS Investment Partners Add 0.40% 10,000 0.16
Chase Coleman - Tiger Global Management Add 38.09% 780,769 0.26
Dennis Hong - ShawSpring Partners Reduce 13.65% 119,621 4.39
Q1  2019
Bill Miller - Miller Value Partners Buy 4,000 0.01
Chase Coleman - Tiger Global Management Buy 2,050,000 0.66
Clifford Sosin - CAS Investment Partners Add 16.49% 357,565 6.20
Q4  2018
Bill Miller - Miller Value Partners Sell 100.00% 4,000 0.01
Clifford Sosin - CAS Investment Partners Add 5.43% 111,607 1.38
Q3  2018
Bill Miller - Miller Value Partners Reduce 86.67% 26,000 0.07
Q2  2018
Clifford Sosin - CAS Investment Partners Add 2.39% 48,091 0.75
Q1  2018
Clifford Sosin - CAS Investment Partners Buy 2,008,068 20.10
Q2  2017
Bill Miller - Miller Value Partners Buy 30,000 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.