Carvana (CVNA)Lone Pine Capital added to its stake +8.77M shares

10.5M

Shares reported · +8.77M vs prior quarter

4.2%

Disclosed portfolio weight

$692M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 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. Jun 15, 2026Insider · 1 personInsiders: 2 sales (~$1.0M)
2. Jul 1, 2026Insider · 3 peopleInsiders: 18 sales (~$8.1M)
3. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
4. Jul 29, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 6.3%
5. Jul 31, 2026Insider · 1 personInsiders: 2 purchases (~$1.5M)
6. Aug 3, 2026Insider · 3 peopleInsiders: 12 sales (~$7.7M)
7. Aug 12, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 8.9%
8. Aug 13, 2026InsiderDirector sold ~$1.09M of CVNA shares in the open market
9. Aug 14, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
10. Aug 14, 2026Insider · 2 peopleInsiders: 2 sales (~$2.2M)

What came next

1. Sep 1, 2026Insider · 3 peopleInsiders: 6 sales (~$8.5M)
2. Sep 14, 2026Insider · 1 personInsiders: 2 sales (~$1.2M)
3. Oct 1, 2026Insider · 2 peopleInsiders: 9 sales (~$4.2M)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Carvana

For Carvana, OQRO holds 36 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

• SEC Form 13F

Other disclosures at Carvana

• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 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.