Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,978,705 3.22 Add 7.64% 0.23 $54.46–97.38 · VW $73.05i $313,041,056 SEC
2025   Q4 4,625,225 3.69 Add 3.65% 0.13 $57.01–97.07 · VW $76.88i $390,387,491 SEC
2025   Q3 4,462,385 2.49 $75.45 $336,678,023 SEC
2025   Q2 4,462,385 2.28 Reduce 53.83% 1.94 $29.65–70.29 · VW $55.01i $300,729,050 SEC
2025   Q1 9,664,860 3.61 Reduce 10.85% 0.39 $30.93–58.57 · VW $42.10i $404,145,786 SEC
2024   Q4 10,841,160 3.60 Add 6.34% 0.21 $35.08–53.67 · VW $44.75i $440,931,660 SEC
2024   Q3 10,194,930 2.60 Add 142.70% 1.53 $23.70–36.57 · VW $28.86i $355,007,852 SEC
2024   Q2 4,200,655 0.89 Buy 0.89 $13.52–27.38 · VW $20.88i $108,141,662 SEC
Price snapshot:
Current price$64.99
Avg. buy price$35.59
+/- since buy82.59%
52-week low$54.46
52-week high$97.38