CARVANA CO CVNA
CL A · Common Stock · CUSIP 146869102 · ISIN US1468691027
Online used car dealer based in Arizona
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersTempe, AZ
- Websitecarvana.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.34. Options: 36 managers hold calls ($411.9m notional), 36 hold puts ($215.0m).
Biggest calls
| Luxor Capital Group, LP | — | $91.8m4.5m shares |
| CITADEL ADVISORS LLC | — | $64.5m3.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $54.2m2.7m shares |
| JANE STREET GROUP, LLC | — | $53.1m2.6m shares |
| GROUP ONE TRADING LLC | — | $26.0m1.3m shares |
| D. E. Shaw & Co., Inc. | — | $18.0m885.1k shares |
| JPMORGAN CHASE & CO | — | $13.6m672.2k shares |
| IMC-Chicago, LLC | — | $13.4m660.2k shares |
| SIMPLEX TRADING, LLC | — | $11.3m559.0k shares |
| PEAK6 Investments LLC | — | $11.3m558.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $42.4m2.1m shares |
| CITADEL ADVISORS LLC | — | $37.8m1.9m shares |
| BANK OF AMERICA CORP /DE/ | — | $26.0m1.3m shares |
| JANE STREET GROUP, LLC | — | $10.8m534.2k shares |
| GROUP ONE TRADING LLC | — | $10.4m514.5k shares |
| SIMPLEX TRADING, LLC | — | $8.5m417.8k shares |
| D. E. Shaw & Co., Inc. | — | $7.5m370.9k shares |
| IMC-Chicago, LLC | — | $7.3m360.4k shares |
| NOMURA HOLDINGS INC | — | $6.8m335.5k shares |
| WOLVERINE TRADING, LLC | — | $6.4m296.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
GARCIA ERNEST C. II
13D · may seek influence
-1.0 pts · filed 2026-05-01
Stated purposeItem 4 of the Original Schedule 13D is hereby amended and restated to include the following information. The information set forth in Item 5 is incorporated by reference in its entirety into this Item 4. The Reporting Persons' acquisitions of the securities reported herein were made for investment purposes. Except as set forth in this Item 4, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the matters described in clauses (a) through (j) of the instructions to Item 4 of Schedule 13D. However, in the future, the Reporting Persons will take such actions with respect to their investment in the Issuer as they deem appropriate, including, without limitation, acquiring or disposing of securities of the Issuer, entering into hedging or le… Full filing |
22.9% |
| GARCIA ERNEST C. III 13G · exempt (held before listing) filed 2025-08-01 | 18.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution filed 2026-02-17 | 12.6% |
| Capital Research Global Investors 13G · institution +1.3 pts · filed 2026-08-12 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
| BlackRock, Inc. 13G · institution -1.3 pts · filed 2026-07-29 | 6.3% |
| FMR LLC 13G · institution +0.7 pts · filed 2026-05-06 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $5.5m | — |
| Q1 2022 | 0 | — | 6 | — | — |
| Q2 2022 | 5 | $6.5m | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 19.6m $399.1m | — |
| BAILLIE GIFFORD & CO 0.30% of their portfolio | 14.1m $287.1m | — |
| FMR LLC 0.02% of their portfolio | 9.2m $187.5m | — |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.6m $173.8m | — |
| MORGAN STANLEY 0.02% of their portfolio | 8.5m $173.1m | — |
| CAS Investment Partners, LLC 25.30% of their portfolio | 6.8m $138.6m | — |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 23.97% of their portfolio | 6.5m $133.0m | — |
| Capital World Investors 0.02% of their portfolio | 5.3m $108.0m | — |
| BlackRock Inc. 0.00% of their portfolio | 4.3m $88.2m | — |
| GREENOAKS LLC 5.79% of their portfolio | 3.7m $75.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $38.0m | — |
| FPR PARTNERS LLC 1.73% of their portfolio | 1.8m $37.5m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $33.7m | — |
| 683 Capital Management, LLC 2.71% of their portfolio | 1.6m $33.5m | — |
| Thrive Capital Management, LLC 10.37% of their portfolio | 1.5m $30.4m | — |
| Must Asset Management Inc. 24.54% of their portfolio | 1.4m $29.8m | — |
| KPS Global Asset Management UK Ltd 18.39% of their portfolio | 1.3m $25.8m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $25.6m | — |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 1.2m $24.5m | — |
| GOODNOW INVESTMENT GROUP, LLC 3.94% of their portfolio | 1.2m $23.4m | — |
| TD Asset Management Inc 0.03% of their portfolio | 1.1m $24.6m | — |
| Pelham Capital Ltd. 4.67% of their portfolio | 990.6k $20.1m | — |
| Vantage Investment Partners, LLC 2.71% of their portfolio | 852.0k $17.3m | — |
| Man Group plc 0.08% of their portfolio | 847.2k $17.2m | — |
| NORGES BANK 0.00% of their portfolio | 757.5k $15.4m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 744.2k $15.1m | — |
| MAVERICK CAPITAL LTD 0.34% of their portfolio | 735.7k $14.9m | — |
| Squarepoint Ops LLC 0.13% of their portfolio | 730.5k $14.8m | — |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP 10.63% of their portfolio | 728.3k $14.8m | — |
| RV Capital AG 6.88% of their portfolio | 709.8k $14.4m | — |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 704.8k $14.3m | — |
| General Equity Holdings LP 18.10% of their portfolio | 572.2k $11.6m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 548.1k $11.1m | — |
| Clearbridge Investments, LLC 0.01% of their portfolio | 544.2k $11.0m | — |
| Schusterman Interests, LLC 9.80% of their portfolio | 536.0k $10.9m | — |
| GATES FOUNDATION TRUST 0.03% of their portfolio | 520.0k $10.6m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 488.5k $9.9m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 425.2k $8.6m | — |
| CROSSLINK CAPITAL INC 2.13% of their portfolio | 409.6k $8.3m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 365.3k $7.4m | — |
| Antipodean Advisors LLC 18.44% of their portfolio | 355.0k $7.2m | — |
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 0.78% of their portfolio | 355.0k $7.2m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 350.7k $7.1m | — |
| Steadview Capital Management LLC 1.92% of their portfolio | 334.4k $6.8m | — |
| Worth Venture Partners, LLC 3.98% of their portfolio | 313.5k $6.4m | — |
| PB INVESTMENT PARTNERS, L.P. 6.27% of their portfolio | 313.5k $6.4m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 288.6k $5.9m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 280.9k $5.7m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 280.2k $5.7m | — |
| MOORE CAPITAL MANAGEMENT, LP 0.15% of their portfolio | 275.0k $5.6m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 259.1k $5.3m | — |
| TWINBEECH CAPITAL LP 0.14% of their portfolio | 252.8k $5.1m | — |
| Swiss National Bank 0.00% of their portfolio | 213.3k $4.3m | — |
| ALERUS FINANCIAL NA 0.41% of their portfolio | 205.0k $4.2m | — |
| Builders Union LLP 3.62% of their portfolio | 203.3k $4.1m | — |
| Avenir Management Company, LLC 6.94% of their portfolio | 201.2k $4.1m | — |
| California Public Employees Retirement System 0.00% of their portfolio | 190.7k $3.9m | — |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 189.5k $3.8m | — |
| Anabranch Capital Management, LP 4.09% of their portfolio | 187.3k $3.8m | — |
| NOMURA HOLDINGS INC 0.04% of their portfolio | 185.2k $3.8m | — |
| Luxor Capital Group, LP 0.31% of their portfolio | 181.3k $3.7m | — |
| COATUE MANAGEMENT LLC 0.04% of their portfolio | 173.8k $3.5m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 169.3k $3.6m | — |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 160.8k $3.3m | — |
| Divisadero Street Capital Management, LP 3.30% of their portfolio | 146.7k $3.0m | — |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 145.7k $3.0m | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.03% of their portfolio | 132.2k $2.7m | — |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 126.7k $2.6m | — |
| CITIGROUP INC 0.00% of their portfolio | 125.8k $2.6m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 125.7k $2.6m | — |
| Legal & General Group Plc 0.00% of their portfolio | 123.4k $2.5m | — |
| Ampfield Management, L.P. 3.56% of their portfolio | 120.6k $2.4m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 118.8k $2.4m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 111.7k $2.3m | — |
| Handelsbanken Fonder AB 0.01% of their portfolio | 110.0k $2.2m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 108.9k $2.2m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 108.0k $2.2m | — |
| UBS Group AG 0.00% of their portfolio | 102.7k $2.1m | — |
| Allianz Asset Management GmbH 0.00% of their portfolio | 100.0k $2.0m | — |
| Point72 Hong Kong Ltd 0.12% of their portfolio | 99.3k $2.0m | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 95.4k $1.9m | — |
| Invesco Ltd. 0.00% of their portfolio | 95.1k $1.9m | — |
| WOLVERINE TRADING, LLC 0.08% of their portfolio | 93.6k $2.0m | — |
| Lansing Management LP 2.34% of their portfolio | 92.7k $1.9m | — |
| BERYLSON CAPITAL PARTNERS, LLC 3.06% of their portfolio | 91.4k $1.9m | — |
| Penserra Capital Management LLC 0.05% of their portfolio | 90.9k $1.8m | — |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.24% of their portfolio | 89.3k $1.8m | — |
| Chicago Capital, LLC 0.09% of their portfolio | 80.6k $1.6m | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 76.2k $1.5m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 75.0k $1.5m | — |
| Selkirk Management LLC 1.79% of their portfolio | 73.2k $1.5m | — |
| Aquatic Capital Management LLC 0.14% of their portfolio | 69.6k $1.4m | — |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 69.2k $1.4m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 64.8k $1.3m | — |
| Crestwood Capital Management, L.P. 1.20% of their portfolio | 64.4k $1.3m | — |
| Amundi 0.00% of their portfolio | 64.0k $1.4m | — |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 63.5k $1.3m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 63.3k $1.3m | — |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 61.1k $1.2m | — |
| Taylor Frigon Capital Management LLC 0.62% of their portfolio | 58.5k $1.2m | — |