Carvana Co (CVNA) grew to 4.3% of Henry Ellenbogen's Durable Capital Partners portfolio in 2026 Q2, from 3.22%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 575% to 6.72M shares, and the position is worth about $442.4M and ranks 8th of 36 stocks by weight.
What did the 2026 Q2 filing report for CVNA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 996K | 6.72M |
| Shares added | +5.73M (575%) | |
| Reported value | $313M | $442.4M |
| Portfolio weight | 3.22% | 4.3% |
| Rank in portfolio | 8th of 36 |
How much did Henry Ellenbogen add to CVNA?
Henry Ellenbogen added 5.73M shares of CVNA during 2026 Q2, taking the stake from 996K to 6.72M. The reported value of the position rose by about $129.3M, from about $313M to about $442.4M.
Where does CVNA sit in the Henry Ellenbogen portfolio?
CVNA ranks 8th of 36 stock positions in the Henry Ellenbogen portfolio at 4.3%, above the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The CVNA addition was the 4th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held CVNA?
Henry Ellenbogen first reported CVNA in the quarter ended June 30, 2024. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 8%. Every reported trade is on the Henry Ellenbogen CVNA trade history page.
Did other funds buy or sell CVNA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold CVNA. Of those, 5 added to the position this quarter and none trimmed it. The largest buyers of CVNA this quarter were Clifford Sosin, Ole Andreas Halvorsen and Stephen Mandel. Every tracked holder of CVNA is on the CVNA ownership page.
FAQ
How many CVNA shares did Henry Ellenbogen buy in 2026 Q2?
Henry Ellenbogen added 5.73M shares of CVNA, a 575% increase, to 6.72M shares.
What is the CVNA position of Henry Ellenbogen worth now?
The CVNA position of Henry Ellenbogen is worth about $442.4M at June 30, 2026 prices, 4.3% of the portfolio.
Is CVNA a top holding of Henry Ellenbogen?
CVNA ranks 8th of 36 stock positions in the Henry Ellenbogen portfolio, at 4.3%.
Did other funds add to CVNA in 2026 Q2?
Among the 5 other tracked funds that hold CVNA, 5 added to it in 2026 Q2 and none trimmed it.