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User

Henry Ellenbogen

Durable Capital Partners

Henry Ellenbogen Carvana Co stake

total: 158

Durable Capital Partners CVNA trades

Total transactions:
8
New positions:
1
Added:
5
Reduced:
2
Held since:
2024 Q2
Held for:
9 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Henry Ellenbogen holds 6,720,882 Carvana Co (CVNA) shares with a market value of roughly $442.37M accounting for 4.30% of the overall portfolio. To date, the estimated cost basis is nearly $94.53 for "buy" trades and estimated average "sell" price is $313.38. Durable Capital Partners first purchased CVNA in 2024 Q2, initially acquiring 840,131 shares. Since the initial investment in Carvana Co (CVNA), Durable Capital Partners has made 7 more transactions.

How many CVNA shares does Henry Ellenbogen currently hold?

According to 2026 Q2 report, Henry Ellenbogen holds 6,720,882 shares of Carvana Co (CVNA), valued at around $442.37M.

When did Henry Ellenbogen buy Carvana Co (CVNA)?

Henry Ellenbogen first invested in Carvana Co (CVNA) in 2024 Q2 at the reported quarter-end price of $128.72 per share.

What's the cost basis of Durable Capital Partners's CVNA stake?

The estimated cost basis for Carvana Co (CVNA) stake is around $94.53 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$94.53
Weighted AVG sell price:
$313.38

Henry Ellenbogen's historical trades in Carvana Co

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
4.30%
6,720,882
$65.82
$442,368,453
+574.96% (+5,725,141)
+3.66%
2026 Q1
3.22%
995,741
$314.38
$313,041,056
+7.64% (+70,696)
+0.23%
2025 Q4
3.69%
925,045
$422.02
$390,387,491
+3.65% (+32,568)
+0.13%
2025 Q2
2.28%
892,477
$336.96
$300,729,050
-53.83% (-1,040,495)
-3.13%
2025 Q1
3.61%
1,932,972
$209.08
$404,145,786
-10.85% (-235,260)
-0.4%
2024 Q4
3.60%
2,168,232
$203.36
$440,931,660
+6.34% (+129,246)
+0.21%
2024 Q3
2.60%
2,038,986
$174.11
$355,007,852
+142.70% (+1,198,855)
+1.53%
2024 Q2
0.89%
840,131
$128.72
$108,141,662
new
+0.89%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.