Carvana Co.
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Stephen Mandel | 5.52% | Add 1% | 1.78M | $750.9M | Q4 2025 |
| Henry Ellenbogen | 3.69% | Add 4% | 925.0K | $390.4M | Q4 2025 |
| Lee Ainslie | 2.09% | Add 112% | 461.9K | $194.9M | Q4 2025 |
| Andreas Halvorsen | 1.10% | Reduce 49% | 1.06M | $448.0M | Q4 2025 |