Carvana Co. (CVNA) Sustains Rapid Unit Growth as Lending Fears Ease
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Carvana Co. (CVNA)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | CAS Investment Partners Clifford A. Sosin | 4,610,200 | $1,945,596,604 | -6% | 83.25% |
| 2. | 4,494,100 | $1,896,600,082 | +11% | 0.28% | |
| 3. | Greenoaks Capital Neil Mehta | 4,235,613 | $1,787,513,398 | -20% | 59.96% |
| 4. | 2,717,200 | $1,146,712,744 | +120% | 0.17% | |
| 5. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 2,275,000 | $960,095,500 | -37% | 27.84% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $104.77 | 25,000 | $2,619,250.00 | 45,000 | 2022-03-04 | Filing | |
| $77.00 | 1,300 | $100,100.00 | 58,495 | 2024-03-01 | Filing | |
| $6.86 | 35,000 | $240,100.00 | 77,518 | 2022-11-22 | Filing | |
| $7.62 | 133,000 | $1,013,460.00 | 263,415 | 2022-11-21 | Filing | |
| $10.00 | 8,000 | $80,000.00 | 17,392 | 2022-11-14 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $398.54 | 1,047 | $417,271.38 | 66,625 | 2026-02-09 | Filing | |
| $418.87 | 40 | $16,754.80 | 202,817 | 2026-02-02 | Filing | |
| $418.20 | 542 | $226,664.40 | 202,857 | 2026-02-02 | Filing | |
| $417.31 | 628 | $262,070.68 | 203,399 | 2026-02-02 | Filing | |
| $416.13 | 1,108 | $461,072.04 | 204,027 | 2026-02-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,783,101 | $7,082,804,283 | 0.1% | |
| 2. | 11,717,838 | $4,945,162,098 | 0.08% | |
| 3. | 6,130,229 | $2,587,080,363 | 0.16% | |
| 4. | 5,833,700 | $2,461,938,074 | 1.09% | |
| 5. | 5,714,779 | $2,411,751,034 | 0.08% |
News See All
Carvana Co. (CVNA): A Bull Case Theory
We came across a bullish thesis on Carvana Co. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CVNA.
Barclays Highlights Carvana (CVNA) Momentum in Used Vehicle Market Despite Sluggish New Sales
Carvana Co. (NYSE:CVNA) is one of the best US stocks to buy and hold in 2026.
12 Best US Stocks to Buy and Hold in 2026
On January 17, Ryan Detrick of Carson Group joined CNBC's 'Closing Bell Overtime' to talk about why he thinks the bull market still has room to run.
Carvana (CVNA) Rose as It Exceeded the Investor Expectations
Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here.
Wedbush Selects Carvana (CVNA) as Top 2026 Internet Pick Amid Shifting AI and Autonomous Disruption
Carvana Co. (NYSE:CVNA) is one of the best performing S&P 500 stocks in 2025.
10 Best Performing S&P 500 Stocks in 2025
On December 20, Scott Wren, senior global market strategist at Wells Fargo, appeared on CNBC's 'Closing Bell Overtime' to discuss which sectors are winners and where stocks may be headed going into 2026...
Carvana (CVNA) Declines on Official S&P 500 Inclusion. Here's Why
Newly added companies typically see a boost in their share prices ahead of the index rebalancing, as funds tracking the index would need to load up shares in the company and dispose of those that were...
Citi Boosts Carvana (CVNA) Outlook as November Sales Surge Hits 37% Growth
Carvana Co. (NYSE:CVNA) is one of the best stocks to buy for the next 5 years.
Carvana (CVNA) Gains Buy Rating from UBS Alongside S&P 500 Inclusion
Carvana Co (NYSE:CVNA) ranks among the best high growth stocks to buy now. On December 1, UBS began coverage of Carvana Co (NYSE:CVNA) with a Buy rating and a $450 price target.
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