Guru Ownership Trend
Guru Analysis for Carvana Co. (CVNA)
Carvana Co. (CVNA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.74 B.
Top institutional holders include Andreas Halvorsen and Steve Mandel.
Institutional sentiment is currently Bearish. This is evidenced by a $208.89 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 93.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Carvana Co. (CVNA)
Major holders include Andreas Halvorsen ($811.05 M), Steve Mandel ($692.47 M), Frank Sands ($557.03 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 39.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $208.89 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited CVNA. The total reported sell value was $375.51 M.
Yes, 1 managers opened new positions in CVNA, and 4 increased their existing holdings. The total reported buy value was $166.62 M.
