Carvana (CVNA)Ernest C. Garcia II disclosed a 22.9% stake in CVNA and may seek to influence the company 22.9%

22.9%

Stake

42.4M

Shares owned

Stake as of

Apr 29, 2026

Filed

May 1, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 18, 2026CongressDisclosed partial sale of CVNA — reported range $1,001 - $15,000
2. Mar 2, 2026Insider · 3 peopleInsiders: 21 sales (~$7.7M)
3. Mar 9, 2026Insider · 2 peopleInsiders: 2 sales (~$1.2M)
4. Mar 26, 20265% stakeThe Vanguard Group reported a passive stake (13G)
5. Apr 1, 2026Insider · 3 peopleInsiders: 44 sales (~$7.4M)
6. Apr 8, 2026InsiderOfficer sold ~$1.29M of CVNA shares in the open market
7. Apr 29, 2026Company filing · Form 8-K · ResultsReported its results
8. Apr 29, 20265% stakeVanguard Capital Management reported a passive stake (13G) of 7.3%

What came next

1. May 1, 20265% stakeErnest C. Garcia II filed an activist stake (13D) of 22.9%
2. May 1, 2026Insider · 2 peopleInsiders: 11 sales (~$138.9M)
3. May 5, 2026Company filing · Form 8-K · Executive change, Bylaws or charterChanged a top executive or board member, and changed its bylaws, charter or fiscal year (and 1 more item)“Carvana Co. (the "Company") held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”) on May 5, 2026. At the Annual Meeting, the Company's stockholders approved the Carvana Co. 2026 Omnibus Incentive Plan (the “2026 Plan”).”
4. May 6, 20265% stakeFMR LLC reported a passive stake (13G) of 5.2%
5. May 14, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 7.6%
6. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
7. Jul 29, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 6.3%
8. Aug 12, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 8.9%
9. Aug 14, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Carvana

For Carvana, OQRO holds 38 insider filings (SEC Form 4 or Form 144) and 17 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CVNA page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Carvana

• SEC Form 4Oct 13, 2026
• SEC Form 144Oct 12, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026

Everything OQRO holds on this company is on its CVNA page.