CARVANA CO

$CVNA
Smart money positioned

15 of the Top-200 alpha managers hold $CVNA as of the latest 13F snapshot.

13F holders
789
Insider buys · 90d
0
Congress · 90d
3trades

Smart Money · top-200 alpha cohort

15 holders · Q1 2026

$CVNA is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 24.95%, with an average of 2.21% of portfolio. Largest holder: Goodnow Investment Group, LLC at 24.95%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 789 · Source: 13F-HR
01
Brightline Capital Management, LLC
0.31% of portfolio
31,417,500 sh
02
ARS Investment Partners, LLC
0.84% of portfolio
30,015,000 sh
03
Envestnet Asset Management Inc.
0.53% of portfolio
10,850,505 sh
04
Solus Alternative Asset Management LP
0.34% of portfolio
8,371,200 sh
05
Litman Gregory Wealth Management LLC
0.26% of portfolio
6,655,966 sh
06
State Street
0.08% of portfolio
5,714,779 sh
07
Axa S.a.
0.06% of portfolio
5,692,942 sh
08
Armor Investment Advisors, LLC
81.67% of portfolio
4,541,291 sh
09
OLIO Financial Planning
57.53% of portfolio
4,202,834 sh
10
Murphy, Middleton, Hinkle & Parker, Inc.
15.82% of portfolio
2,548,077 sh
See all 789 13F holders · Pro →

Insider activity · last 90 days

47 transactions · 4 filers
09 Feb 2026
Taira Thomas
▼ SOLD
1,047
$398.54
S
02 Feb 2026
Palmer Stephen R
▼ SOLD
1,000
$393.04
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
40
$418.87
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
542
$418.20
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
628
$417.31
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
1,108
$416.13
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
895
$415.34
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
1,122
$414.27
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
576
$413.13
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
1,439
$412.17
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
960
$411.16
S
02 Feb 2026
Jenkins Mark W.
▼ SOLD
800
$410.05
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

3 disclosures · STOCK Act
House · Michigan · Traded May 15
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded Apr 14
SOLD
$1K–$15K
May 7STOCK
House · New Jersey · Traded Feb 18
SOLD
$1K–$15K
Mar 17STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:29 UTC.