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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.75 B.
Top institutional holders include Andreas Halvorsen and Frank Sands.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $397.58 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 94.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Carvana Co. (CVNA)
Major holders include Andreas Halvorsen ($873.99 M), Frank Sands ($665.62 M), Steve Mandel ($551.65 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 42.91 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $397.58 M, with 3 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited CVNA. The total reported sell value was $209.45 M.
Yes, 0 managers opened new positions in CVNA, and 3 increased their existing holdings. The total reported buy value was $607.03 M.
