$CVNA is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 24.95%, with an average of 2.21% of portfolio. Largest holder: Goodnow Investment Group, LLC at 24.95%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CARVANA CO
13F holders
789
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 789 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
ARS Investment Partners, LLC
—
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03
Envestnet Asset Management Inc.
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04
Solus Alternative Asset Management LP
—
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05
Litman Gregory Wealth Management LLC
—
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06
State Street
—
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07
Axa S.a.
—
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08
Armor Investment Advisors, LLC
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09
OLIO Financial Planning
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10
Murphy, Middleton, Hinkle & Parker, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Goodnow Investment Group, LLC
24.95% ↓ 3.0pp
α +14.1pts
02
Caption Management, LLC
3.17% held
α +15.5pts
03
Citigroup Inc.
0.84% NEW
α +26.3pts
04
Coatue Management LLC Philippe Laffont
0.74% ↓ 1.3pp
α +34.1pts
05
PCJ Investment Counsel Ltd.
0.58% ↓ 2.0pp
α +18.9pts
06
Capital Markets Trading UK LLP
0.49% NEW
α +19.5pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.05% held
α +27.5pts
08
Independent Solutions Wealth Management, LLC
0.04% held
α +19.1pts
09
Banco Santander, S.A.
0.03% held
α +12.6pts
10
Wellington Management Group LLP
0.02% held
α +10.5pts
11
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
12
RiverPark Advisors, LLC
0.01% held
α +21.5pts
13
Fulton Bank, N.a.
0.01% held
α +23.8pts
14
RFG Advisory, LLC
0.01% held
α +16.2pts
15
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
49 transactions · 4 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CVNA lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CVNA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:20 UTC.