5
CVNA
CARVANA CO · Consumer Discretionary
Consensus score 5/100 · #98 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-09-30
vs 50-day avg
-7.9%
21-day momentum
-17.5%
recent volume
—
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
2.2%
of their portfolios
Combined value
$1.51B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lone Pine Capital Concentrated | 4.2% | $692M | ADD |
| Viking Global Investors Concentrated | 2.3% | $811M | ADD |
| Polen Capital Quality growth | 0.0% | $2M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.