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Stephen Mandel → CVNA via LONE PINE CAPITAL LLC
Stephen Mandel CVNA Position History
Carvana Co. • Consumer Cyclical
Quarters held
8
Latest value
$692.5M
Q2 2026
Peak value
$750.9M
First seen
Q1 2025
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $692.5M | 10.52M | — | — |
| Q1 2026 | $551.6M | 1.75M | — | — |
| Q4 2025 | $750.9M | 1.78M | — | — |
| Q3 2025 | $665.9M | 1.77M | — | — |
| Q2 2025 | $129.2M | 383.5K | — | — |
| Q2 2025 | $594.8M | 1.77M | — | — |
| Q1 2025 | $80.2M | 383.5K | — | — |
| Q1 2025 | $483.8M | 2.31M | — | — |