# Carvana (CVNA): value investors who own it | moatshark

3 value investors held Carvana in their Q3 2026 13F, led by CAS Investment Partners, RV Capital, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| CAS Investment Partners | 78.8% | $1.5bn | Added +397% | 34 |
| RV Capital | 30.3% | $116m | Added +367% | 19 |
| Polen Capital Management | 0.0% | $2.5m | Added +410% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-12 | Taira Thomas | President, Special Projects | Sold | 5597 | $364k |
| 2026-10-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 24761 | $1.6m |
| 2026-10-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 13318 | $819k |
| 2026-10-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 10440 | $621k |
| 2026-10-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 9362 | $567k |
| 2026-10-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 5869 | $370k |
| 2026-10-01 | Palmer Stephen R | Vice President of Accounting | Sold | 2320 | $146k |
| 2026-10-01 | Palmer Stephen R | Vice President of Accounting | Sold | 920 | $57k |
| 2026-10-01 | Palmer Stephen R | Vice President of Accounting | Sold | 920 | $55k |
| 2026-10-01 | Palmer Stephen R | Vice President of Accounting | Sold | 840 | $51k |
| 2026-09-14 | Taira Thomas | President, Special Projects | Sold | 14109 | $997k |
| 2026-09-14 | Taira Thomas | President, Special Projects | Sold | 2680 | $188k |
| 2026-09-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 37406 | $2.7m |
| 2026-09-01 | HUSTON BENJAMIN E. | Chief Operating Officer | Sold | 29474 | $2.1m |
| 2026-09-01 | JENKINS MARK W. | Chief Financial Officer | Sold | 26344 | $1.9m |
| 2026-09-01 | HUSTON BENJAMIN E. | Chief Operating Officer | Sold | 20526 | $1.5m |
| 2026-09-01 | Palmer Stephen R | Vice President of Accounting | Sold | 3400 | $243k |
| 2026-09-01 | Palmer Stephen R | Vice President of Accounting | Sold | 1600 | $115k |
| 2026-08-14 | PLATT IRA J. | Director | Sold | 15000 | $1.1m |
| 2026-08-14 | QUAYLE J DANFORTH | Director | Sold | 14525 | $1.1m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cvna). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.