Guru Ownership Over Time
Guru Analysis for Carvana Co. (CVNA)
Carvana Co. (CVNA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.42 B.
Top institutional holders include Andreas Halvorsen and Steve Mandel.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $858.28 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 95.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.06% | Add 94.9% | 2,101,241 | $792.67 M | Q3 2025 | |
| 4.85% | 1,765,291 | $665.94 M | Q3 2025 | ||
| 1.76% | Add 87.7% | 1,691,515 | $638.11 M | Q3 2025 | |
| 0.50% | 1,013,112 | $382.19 M | Q3 2025 | ||
| 0.35% | Add 92.3% | 551,673 | $208.11 M | Q3 2025 | |
| 1.10% | New Buy | 217,552 | $82.07 M | Q3 2025 | |
| 0.88% | Add 1.4% | 169,907 | $64.1 M | Q3 2025 | |
| 0.08% | Reduce -5.4% | 51,345 | $19.37 M | Q3 2025 | |
| 0.01% | Add 2.6% | 43,927 | $16.57 M | Q3 2025 | |
| 0.02% | New Buy | 14,229 | $5.37 M | Q3 2025 | |
| 0.01% | Reduce -63.2% | 2,961 | $1.12 M | Q3 2025 | |
| 0.00% | Reduce -95.3% | 1,497 | $564,728 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Carvana Co. (CVNA)
Top Guru holders include Andreas Halvorsen ($792.67 M), Steve Mandel ($665.94 M), Frank Sands ($638.11 M). Collectively, tracked Gurus hold 7.62 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $858.28 M, with 7 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of CVNA completely. Total sell value was $14.54 M.
Yes, 2 Gurus opened new positions in CVNA, and 5 added to their existing holdings. Total buy value was $872.81 M.