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Henry Ellenbogen’s Carvana CVNA Stock Holding History

Henry Ellenbogen’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442M Buy
6,720,882
+1,742,177
+35% +$123M 4.3% 8
2026
Q1 		$313M Buy
4,978,705
+353,480
+8% +$26.2M 3.22% 9
2025
Q4 		$390M Buy
4,625,225
+162,840
+4% +$12.1M 3.69% 9
2025
Q3 		$337M Hold
4,462,385
– – 2.49% 16
2025
Q2 		$301M Sell
4,462,385
-5,202,475
-54% -$285M 2.28% 18
2025
Q1 		$404M Sell
9,664,860
-1,176,300
-11% -$52M 3.61% 9
2024
Q4 		$441M Buy
10,841,160
+646,230
+6% +$29M 3.6% 10
2024
Q3 		$355M Buy
10,194,930
+5,994,275
+143% +$172M 2.6% 15
2024
Q2 		$108M Buy
+4,200,655
New +$84.5M 0.89% 39

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Henry Ellenbogen's CVNA Position: Q2 2026 in Review

Henry Ellenbogen increased its Carvana (CVNA) stake by 35% in Q2 2026, buying an estimated $123M and bringing the position to 6,720,882 shares worth $442M. The position accounts for 4.3% of the portfolio, ranked #8.

Henry Ellenbogen first reported a position in CVNA in Q2 2024 and has held it in 9 quarters since. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Henry Ellenbogen held 6,720,882 shares of Carvana worth $442M as of Q2 2026.
  • Henry Ellenbogen bought 1,742,177 Carvana shares in Q2 2026, an estimated $123M.
  • Carvana made up 4.3% of Henry Ellenbogen's portfolio in Q2 2026, its #8 holding.
  • Henry Ellenbogen first reported a position in Carvana in Q2 2024 and has held it in 9 quarters since.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.