Senator Investment Group’s Carvana CVNA Stock Holding History

Senator Investment Group’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	$65.7M	Buy	997,870 +75,000	+8%	+$5.3M	2.4%	14
2026 Q1	$58.1M	Sell	922,870 -376,790	-29%	-$28M	2.67%	14
2025 Q4	$110M	Sell	1,299,660 -154,990	-11%	-$11.5M	4.4%	4
2025 Q3	$110M	Buy	1,454,650 +650,000	+81%	+$46.5M	4.05%	4
2025 Q2	$54.2M	Sell	804,650 -1,250,000	-61%	-$68.5M	2.09%	21
2025 Q1	$85.9M	Sell	2,054,650 -115,470	-5%	-$5.11M	4.56%	2
2024 Q4	$88.3M	Buy	2,170,120 +37,500	+2%	+$1.68M	2.59%	7
2024 Q3	$74.3M	Sell	2,132,620 -344,350	-14%	-$9.89M	3.53%	5
2024 Q2	$63.8M	Buy	+2,476,970	New	+$49.9M	3.11%	8
2022 Q3	–	Sell	-1,125,000	Closed	-$5.08M	–	52
2022 Q2	$5.08M	Buy	+1,125,000	New	+$11.8M	0.36%	43

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Senator Investment Group's CVNA Position: Q2 2026 in Review

Senator Investment Group increased its Carvana (CVNA) stake by 8.1% in Q2 2026, buying an estimated $5.3M and bringing the position to 997,870 shares worth $65.7M. The position accounts for 2.4% of the portfolio, ranked #14.

Senator Investment Group first reported a position in CVNA in Q2 2022 and has held it in 10 quarters since. The position peaked at $110M in Q3 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Senator Investment Group held 997,870 shares of Carvana worth $65.7M as of Q2 2026.
Senator Investment Group bought 75,000 Carvana shares in Q2 2026, an estimated $5.3M.
Carvana made up 2.4% of Senator Investment Group's portfolio in Q2 2026, its #14 holding.
Senator Investment Group first reported a position in Carvana in Q2 2022 and has held it in 10 quarters since.
Senator Investment Group's Carvana position peaked at $110M in Q3 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Senator Investment Group's 13F filing for Q2 2026, filed 12 Aug 2026.