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Scott Ferguson’s Carvana CVNA Stock Holding History

Scott Ferguson’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 		$295M Buy
4,475,000
+525,000
+13% +$37.1M 6.11% 7
2026
Q1 		$248M Buy
3,950,000
+825,000
+26% +$61.2M 5.98% 8
2025
Q4 		$264M Buy
+3,125,000
New +$232M 6.18% 7
2022
Q2 		– Sell
-2,525,000
Closed -$60.2M – 22
2022
Q1 		$60.2M Buy
2,525,000
+675,000
+36% +$19.7M 1.54% 11
2021
Q4 		$85.8M Buy
+1,850,000
New +$102M 2.02% 10
2021
Q3 		– Sell
-1,800,000
Closed -$109M – 25
2021
Q2 		$109M Buy
1,800,000
+925,000
+106% +$50.3M 2.81% 7
2021
Q1 		$45.9M Buy
+875,000
New +$48.2M 1.24% 17

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

Scott Ferguson's CVNA Position: Q2 2026 in Review

Scott Ferguson increased its Carvana (CVNA) stake by 13% in Q2 2026, buying an estimated $37.1M and bringing the position to 4,475,000 shares worth $295M. The position accounts for 6.11% of the portfolio, ranked #7.

Scott Ferguson first reported a position in CVNA in Q1 2021 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Scott Ferguson held 4,475,000 shares of Carvana worth $295M as of Q2 2026.
  • Scott Ferguson bought 525,000 Carvana shares in Q2 2026, an estimated $37.1M.
  • Carvana made up 6.11% of Scott Ferguson's portfolio in Q2 2026, its #7 holding.
  • Scott Ferguson first reported a position in Carvana in Q1 2021 and has held it in 7 quarters since.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Sachem Head Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.