Beyond AI Buzz: Carvana (CVNA) Shines as Hidden Gem
Octahedron Capital, a growth-focused investment firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.
Carvana Co. (CVNA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | CAS Investment Partners Clifford A. Sosin | 22,559,570 | $1,484,870,897 | -81% | 78.85% |
| 2. | Greenoaks Capital Neil Mehta | 21,344,170 | $1,404,873,269 | -80% | 59.61% |
| 3. | 20,431,000 | $1,344,768,420 | -82% | 0.15% | |
| 4. | Viking Global Andreas Halvorsen | 12,322,311 | $811,054,510 | -83% | 2.31% |
| 5. | Spruce House Investment Management Zachary Sternberg And Benjamin Stein | 11,675,000 | $768,448,500 | -80% | 22.61% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.40 | 3,847 | $240,052.80 | 168,573 | 2026-07-31 | Filing | |
| $61.69 | 21,153 | $1,304,928.57 | 164,726 | 2026-07-31 | Filing | |
| $441.36 | 5 | $2,206.80 | 269 | 2026-01-08 | Filing | |
| $104.77 | 25,000 | $2,619,250.00 | 45,000 | 2022-03-04 | Filing | |
| $77.00 | 1,300 | $100,100.00 | 58,495 | 2024-03-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.83 | 20,526 | $1,474,382.58 | 478,693 | 2026-09-01 | Filing | |
| $71.36 | 29,474 | $2,103,264.64 | 499,219 | 2026-09-01 | Filing | |
| $71.88 | 1,600 | $115,008.00 | 128,886 | 2026-09-01 | Filing | |
| $71.40 | 3,400 | $242,760.00 | 130,486 | 2026-09-01 | Filing | |
| $71.83 | 26,344 | $1,892,289.52 | 1,149,518 | 2026-09-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 63,423,386 | $4,174,272,760 | 0.58% | |
| 2. | 48,494,910 | $3,191,934,929 | 0.05% | |
| 3. | 45,590,117 | $3,000,741,501 | 0.06% | |
| 4. | 33,604,708 | $2,211,861,853 | 0.1% | |
| 5. | 32,154,471 | $2,116,407,281 | 0.1% |
News See All
Why Carvana Stock (CVNA) Is Surging 9% Today – August 19, 2026
Online used-car retailer Carvana ($CVNA) is surging 9% at the time of writing and has recovered some of the 14% it had lost over the previous two s...
Why Is Carvana Stock (CVNA) Falling Today — August 18, 2026?
Shares in American used-car retailer Carvana ($CVNA) dropped by 7% to about $65 per share on Tuesday afternoon. This followed a report by Bloomberg...
Is Carvana (CVNA) a Clear Bargain at 13x EBITDA?
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
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