Stephen Mandel Carvana Co. Transaction History

Lone Pine Capital LLC

$12.9 Billion
Q2 2025

A detailed history of Stephen Mandel (Lone Pine Capital LLC) transactions in Carvana Co. stock. As of the latest transaction made, Lone Pine Capital LLC holds 1,765,291 shares of CVNA stock, worth $657 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

1,765,291

Previous 2,314,168 23.72%

Holding current value

$657 Million

Previous $484 Million 22.94%

% of portfolio

4.63%

Previous 4.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$162.57 - $345.64 $89.2 Million - $190 Million	-548,877 Reduced 23.72%	1,765,291 $595 Million
Q1 2025 May 15, 2025	BUY	$166.52 - $285.33 $385 Million - $660 Million	2,314,168 New	2,314,168 $484 Million
Q4 2021 Feb 14, 2022	SELL	$204.12 - $303.18 $437 Million - $650 Million	-2,142,309 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$223.87 - $314.73 $59.5 Million - $83.7 Million	-265,900 Reduced 11.04%	2,142,309 $647 Million
Q1 2021 May 18, 2021	SELL	$236.27 - $314.84 $9.46 Million - $12.6 Million	-40,056 Reduced 1.64%	2,408,209 $632 Million
Q4 2020 Feb 16, 2021	BUY	$185.01 - $291.52 $453 Million - $714 Million	2,448,265 New	2,448,265 $586 Million
Q3 2020 Nov 16, 2020	SELL	$125.38 - $227.19 $107 Million - $193 Million	-849,665 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$45.91 - $127.61 $195 Million - $542 Million	-4,250,510 Reduced 83.34%	849,665 $102 Million
Q1 2020 May 15, 2020	BUY	$29.35 - $110.09 $120 Million - $451 Million	4,097,265 Added 408.54%	5,100,175 $281 Million
Q4 2019 Feb 14, 2020	BUY	$64.22 - $98.44 $64.4 Million - $98.7 Million	1,002,910 New	1,002,910 $92.3 Million

Others Institutions Holding CVNA

# of Institutions

847

Shares Held

118M

Call Options Held

20.6M

Put Options Held

13.7M

View Full List

About CARVANA CO.

Ticker CVNA
Exchange NYSE
Sector Consumer Cyclical
Industry Internet Retail
Shares Outstandng 84,500,000
Market Cap $31.4B
Description
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. The company's platform allows customers to research and identify a vehicle; inspect it using company's 360-degree vehicle imaging technology; obtain financing and warranty coverage; purchase the vehicle; and schedul...

More about CVNA

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