Sector: consumerauto
Conviction from: S&PCitrini
52-week range: 54.4697.38
Carvana operates an online platform for buying and selling used cars, including its car-vending-machine towers, home delivery, and financing.
7 tracked filer(s) hold this · 1 opened, 6 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 68 — mean of 7 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Stanley Druckenmiller / Duquesne | 95 | New buy | 151,000 | $9,939 | 0.2% |
| Robert Vinall / RV Capital | 91 | Added +367% | 1,763,296 | $116,060,143 | 30.3% |
| Scott Ferguson / Sachem Head | 60 | Added +466% | 4,475,000 | $294,544,500 | 6.1% |
| Paul Tudor Jones / Tudor | 63 | Added +1606% | 960,300 | $63,206,946 | 0.1% |
| Louis Bacon / Moore | 53 | Added +6806% | 86,187 | $5,672,828 | 0.1% |
| Ancora | 40 | Added +360% | 115 | $7,569 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +85% | 574,500 | $37,813,590 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-05-01 | SCHEDULE 13D/A | GARCIA ERNEST C. II | 22.9% | Med | filing |
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-08-04 | MAROONE MICHAEL E | director | 25,000 | $1,544,981 | Form 4 |
3 disclosed trade(s) by 2 filer(s).
12 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,004 - $250,000 | PTR |
| Report | Date | Stance |
|---|
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |