Carvana Co News - August 2026
CAS Investment Partners Boosts Carvana Stake to 79% of Portfolio
In its second-quarter 13F filing, Clifford Sosin's CAS Investment Partners revealed a significant increase in its portfolio concentration, with total assets...
RV Capital Nearly Quadruples Carvana Bet, Trims Top Holdings
Robert Vinall's RV Capital significantly increased its stake in used-car retailer Carvana (CVNA) during the second quarter of 2026, boosting its share count by...
Lone Pine Capital pivots to semiconductors, divesting from energy and healthcare
In the second quarter of 2026, Stephen Mandel's Lone Pine Capital executed a significant portfolio reshuffle, increasing its total value to $16.36 billion. The...