D1 Capital Partners L.P. 13F: New $213M Stake in Carvana (CVNA)

D1 Capital Partners Takes Brand-New Stake in Carvana Co.

D1 Capital Partners L.P. opened a brand-new position in Carvana Co. (NYSE:CVNA), according to its most recent Form 13F filing with the SEC. The fund picked up 3.34 million shares of the used car retailer. Based on the cost basis and the reporting period, the stake carried an estimated value of $212.96 million. Because 13F filings look backward at holdings from the end of the reporting period, this filing shows the fund's position at that time and may not reflect its current holdings today.

Carvana Co. Stock Position and Market Range

Carvana shares recently traded around $63.72. The stock has experienced a wide trading band over the past year, hitting a 52-week low of $54.46 and a 52-week high of $97.38. The company's shares sit near its 50-day moving average of $68.35 and its 200-day moving average of $70.86, giving investors a look at recent momentum trends for the auto retailer.

Recent Insider Transactions at Carvana Co.

Insider activity recently involved transactions by Ira Platt on June 15, 2026. Platt sold 15,000 shares at an average price of $67.83 for a total value of about $1.02 million. On the same day, Platt also acquired 15,000 shares at a price of $3.00 per share, totaling $45,000. These insider moves are routine corporate filings and do not necessarily signal a broader directional shift.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on Carvana with numerous rating updates through the autumn. On October 15, 2026, Morgan Stanley maintained its Overweight rating while adjusting its price target to $88.00 from $90.00. Earlier in October, BTIG reiterated a Buy rating with an $87.00 price target, while Stephens & Co. and Barclays maintained Overweight ratings with price targets of $83.00 and $80.00, respectively. Oppenheimer kept an Outperform rating with a $90.00 target on September 30, 2026. Across 21 analyst opinions, the consensus recommendation stands at a Buy, backed by a mean price target of $82.19.

Inside the Carvana E-Commerce Platform

Carvana Co. operates an online e-commerce platform for buying and used cars. Headquartered in Tempe, Arizona, the company handles vehicle acquisition, inspection, reconditioning, financing, logistics, and post-sale customer support. D1 Capital Partners' new investment highlights institutional interest in the company's digital retail model as it navigates the competitive auto dealership landscape.

What to Watch Next for Carvana Co.

Investors tracking D1 Capital Partners and Carvana should watch for the company's next earnings report, scheduled for October 28, 2026. Future 13F filings will also show whether the fund adds to or pares back its position in upcoming quarters. As always, these regulatory filings look backward at past quarters and do not constitute financial advice.