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$CVNA:NYSE · Carvana Co

Sector: consumerauto

Conviction from: S&PCitrini

Carvana operates an online platform for buying and selling used cars, including its car-vending-machine towers, home delivery, and financing.

4 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 64 — mean of 4 scored holder(s) · buyers (new/add) avg 78. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Robert Vinall / RV Capital90Added +24%377,298$118,818,30931.1%
Scott Ferguson / Sachem Head66Added +26%790,000$248,360,2006.0%
Ancora42Holds (flat)25$7,8590.0%
Louis Bacon / Moore56Trimmed -95%1,248$392,3460.0%

Beyond 13F — activists, insiders, politicians & research

Activist 13D filings daily digest →

FiledFormActivist% of classConviction
2026-05-01SCHEDULE 13D/AGARCIA ERNEST C. II22.9%Medfiling

Congressional trades all politician trades →

3 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-05-15Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-04-14Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-02-18Josh Gottheimer NJ05SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

9 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,004 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,004 - $250,000PTR

Citrini Research coverage report library →

ReportDateStance
#94 — Thematic Primer: Artificial Intelligence, Phase 22025-04-23LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.