CVNA · Consumer
Carvana Co
54/100
Smart-money confidence1 of 3 sources positive
Above average interest
flat this week
1 fund opened new positions · company insiders are selling
What this band has actually done: stocks scoring 25–45 beat the S&P 500 over the next three months 45.3% of the time, across 39,662 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
87
Congress
No data
Insiders
0
Trend
5 weeks
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$69.6B
Industry
Auto & Truck Dealerships
Sector
Consumer Cyclical
Exchange
NYSE
About CARVANA CO
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars. It provides vehicle acquisition, inspection and reconditioning, online search and shopping experience, financing, complementary products, logistics network and distinctive fulfillment experience, and post-sale customer support services. The company also operates auction sites. Carvana Co. was founded in 2012 and is based in Tempe, Arizona.
Who's behind the signal
Every informed buyer we can see on CVNA, across all three feeds.
Hedge funds · 13
Duquesne Family Office (Druckenmiller)
New position
Durable Capital (Ellenbogen)
Increased +575%
Lone Pine Capital (Mandel)
Increased +500%
Viking Global Investors
Increased +343%
Whale Rock Capital
Increased +386%
Maverick Capital (Ainslie)
Increased +528%
+7 more in the full breakdown below ↓
Insiders
Company insiders
Selling
Recent buys2
Recent sells41
Congressional trades · 11 on record
Disclosures from 2020-08-07 to 2026-05-15
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-05-15 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $1,001 - $15,000 |
| 2026-04-14 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-02-18 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2025-06-20 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2022-03-07 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-03-12 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2020-10-26 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2020-10-22 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2020-10-16 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2020-09-15 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
Show the other 1
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2020-08-07 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
13
Investors
1
New positions
12
Increasing
0
Decreasing
0
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.6×
% of portfolio
0.2%
Position change
NEW
0.2% of Duquesne Family Office's portfolio
Trust weight: 1.3×
% of portfolio
4.3%
Position change
+575%
4.3% of Durable Capital's portfolio
Trust weight: 1.4×
% of portfolio
4.2%
Position change
+500%
4.2% of Lone Pine Capital's portfolio
Trust weight: 1.5×
% of portfolio
2.3%
Position change
+343%
2.3% of Viking Global Investors's portfolio
Trust weight: 1.3×
% of portfolio
2.2%
Position change
+386%
2.2% of Whale Rock Capital's portfolio
Trust weight: 1.2×
% of portfolio
1.6%
Position change
+528%
1.6% of Maverick Capital's portfolio
Trust weight: 1.3×
% of portfolio
0.7%
Position change
+465%
0.7% of D1 Capital Partners's portfolio
Trust weight: 1.0×
% of portfolio
0.5%
Position change
+326%
0.5% of Renaissance Technologies's portfolio
Trust weight: 1.4×
% of portfolio
0.4%
Position change
+382%
0.4% of Coatue Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+952%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
+356%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+543%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+483%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CARVANA CO
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
2
Buys
41
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-14 | Taira Thomas | Insider | SELL | 14,109 | $70.68 | $997,224 |
| 2026-09-14 | Taira Thomas | Insider | SELL | 2,680 | $70.05 | $187,734 |
| 2026-09-01 | Palmer Stephen R | Insider | SELL | 1,600 | $71.88 | $115,008 |
| 2026-09-01 | Palmer Stephen R | Insider | SELL | 3,400 | $71.40 | $242,760 |
| 2026-09-01 | JENKINS MARK W. | Insider | SELL | 26,344 | $71.83 | $1,892,290 |
| 2026-09-01 | JENKINS MARK W. | Insider | SELL | 37,406 | $71.36 | $2,669,292 |
| 2026-09-01 | HUSTON BENJAMIN E. | Insider | SELL | 20,526 | $71.83 | $1,474,383 |
| 2026-09-01 | HUSTON BENJAMIN E. | Insider | SELL | 29,474 | $71.36 | $2,103,265 |
| 2026-08-14 | PLATT IRA J. | Insider | SELL | 15,000 | $75.50 | $1,132,500 |
| 2026-08-14 | QUAYLE J DANFORTH | Insider | SELL | 14,525 | $75.00 | $1,089,375 |
| 2026-08-13 | PLATT IRA J. | Insider | SELL | 15,000 | $73.00 | $1,095,000 |
| 2026-08-03 | Palmer Stephen R | Insider | SELL | 520 | $65.82 | $34,226 |
| 2026-08-03 | Palmer Stephen R | Insider | SELL | 1,440 | $65.14 | $93,802 |
| 2026-08-03 | Palmer Stephen R | Insider | SELL | 2,280 | $64.22 | $146,422 |
| 2026-08-03 | Palmer Stephen R | Insider | SELL | 760 | $63.19 | $48,024 |
| 2026-08-03 | JENKINS MARK W. | Insider | SELL | 8,637 | $65.75 | $567,883 |
| 2026-08-03 | JENKINS MARK W. | Insider | SELL | 22,886 | $64.93 | $1,485,988 |
| 2026-08-03 | JENKINS MARK W. | Insider | SELL | 24,287 | $64.08 | $1,556,311 |
| 2026-08-03 | JENKINS MARK W. | Insider | SELL | 7,940 | $63.17 | $501,570 |
| 2026-08-03 | HUSTON BENJAMIN E. | Insider | SELL | 5,616 | $65.81 | $369,589 |
Showing the 20 most recent of 43 buys & sells.
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CARVANA CO or any security.
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