Carvana Co. (CVNA)

Sector:Services
Super Investor Stats:
Ownership count:3
Ownership rank:218
% of all portfolios:0.684%
Hold Price * :$52.94
History Portfolio Manager Activity ▼ Share change % change to portfolio
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
≡ Robert Vinall - RV Capital GmbH Add 37.21% 192,500 1.87
≡ Lee Ainslie - Maverick Capital Add 5.68% 39,517 0.02
≡ Clifford Sosin - CAS Investment Partners Add 1.49% 100,000 0.37
≡ Chase Coleman - Tiger Global Management Sell 100.00% 112,370 0.02
Q2  2022
≡ Clifford Sosin - CAS Investment Partners Add 61.61% 2,564,900 8.78
≡ Lee Ainslie - Maverick Capital Add 9.97% 63,121 0.04
≡ Robert Vinall - RV Capital GmbH Add 4.53% 22,400 0.23
≡ Bill & Melinda Gates Foundation Trust Buy 520,000 0.07
≡ Chase Coleman - Tiger Global Management Reduce 98.68% 8,418,807 1.50
≡ Bryan Lawrence - Oakcliff Capital Sell 100.00% 180,928 11.19
Q1  2022
≡ Robert Vinall - RV Capital GmbH Add 272.03% 361,900 13.37
≡ Bryan Lawrence - Oakcliff Capital Add 97.89% 89,500 5.54
≡ Lee Ainslie - Maverick Capital Add 34.41% 162,079 0.35
≡ Clifford Sosin - CAS Investment Partners Add 25.60% 848,600 6.78
≡ Chase Coleman - Tiger Global Management Add 17.46% 1,268,272 0.57
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 51.82% 160,767 0.45
≡ Chase Coleman - Tiger Global Management Add 18.13% 1,114,928 0.56
≡ Clifford Sosin - CAS Investment Partners Add 0.28% 9,275 0.11
≡ Robert Vinall - RV Capital GmbH Buy 133,035 7.98
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 2,142,309 2.18
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
≡ Lee Ainslie - Maverick Capital Add 61177.80% 311,395 0.89
≡ 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
Q1  2021
≡ Clifford Sosin - CAS Investment Partners Add 3.12% 100,000 1.34
≡ Daniel Loeb - Third Point Buy 400,000 0.71
≡ Lee Ainslie - Maverick Capital Buy 509 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 1.64% 40,056 0.04
≡ Bryan Lawrence - Oakcliff Capital Reduce 54.03% 107,459 13.38
Q4  2020
≡ Stephen Mandel - Lone Pine Capital Buy 2,448,265 2.13
≡ Bryan Lawrence - Oakcliff Capital Reduce 5.39% 11,336 1.08
≡ Clifford Sosin - CAS Investment Partners Reduce 11.14% 401,946 5.33
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,494 0.01
Q3  2020
≡ Clifford Sosin - CAS Investment Partners Add 6.90% 232,690 3.60
≡ Bryan Lawrence - Oakcliff Capital Reduce 19.21% 50,000 4.83
≡ Lee Ainslie - Maverick Capital Reduce 57.17% 1,994 0.01
≡ Dennis Hong - ShawSpring Partners Sell 100.00% 227,057 6.11
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 94,642 4.45
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 849,665 0.52
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 3,488 0.01
≡ Clifford Sosin - CAS Investment Partners Reduce 11.77% 450,000 6.51
≡ Bryan Lawrence - Oakcliff Capital Reduce 14.95% 45,728 2.92
≡ Dennis Hong - ShawSpring Partners Reduce 35.97% 127,564 3.43
≡ Stephen Mandel - Lone Pine Capital Reduce 83.34% 4,250,510 2.60
Q1  2020
≡ Stephen Mandel - Lone Pine Capital Add 408.54% 4,097,265 1.37
≡ Clifford Sosin - CAS Investment Partners Add 37.82% 1,049,366 12.71
≡ Bryan Lawrence - Oakcliff Capital Add 29.79% 70,222 2.71
≡ Chase Coleman - Tiger Global Management Add 22.39% 1,100,000 0.36
≡ Robert Vinall - RV Capital GmbH Buy 94,642 3.70
≡ Dennis Hong - ShawSpring Partners Reduce 44.66% 286,164 5.58
Q4  2019
≡ Clifford Sosin - CAS Investment Partners Add 6.53% 170,087 2.57
≡ Dennis Hong - ShawSpring Partners Add 5.91% 35,780 1.32
≡ Stephen Mandel - Lone Pine Capital Buy 1,002,910 0.49
≡ Viking Global Investors Sell 100.00% 120,287 0.04
Q3  2019
≡ 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
≡ Viking Global Investors Buy 120,287 0.04
≡ Dennis Hong - ShawSpring Partners Reduce 20.07% 151,880 6.55
Q2  2019
≡ Chase Coleman - Tiger Global Management Add 38.09% 780,769 0.26
≡ Clifford Sosin - CAS Investment Partners Add 0.40% 10,000 0.16
≡ Dennis Hong - ShawSpring Partners Reduce 13.65% 119,621 4.39
≡ Bill Miller - Miller Value Partners Sell 100.00% 4,000 0.01
Q1  2019
≡ Clifford Sosin - CAS Investment Partners Add 16.49% 357,565 6.20
≡ Chase Coleman - Tiger Global Management Buy 2,050,000 0.66
≡ Bill Miller - Miller Value Partners Buy 4,000 0.01
Q4  2018
≡ Clifford Sosin - CAS Investment Partners Add 5.43% 111,607 1.38
≡ Bill Miller - Miller Value Partners Sell 100.00% 4,000 0.01
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.