Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionGeneral Equity Holdings LP
Latest Disclosed Ownership248,646 shares
Latest Disclosed Value $ 78,169,329
General Equity Holdings LP reports 17.23% increase in ownership of CVNA / Carvana Co.

On May 15, 2026 - General Equity Holdings LP filed a 13F-HR form disclosing ownership of 248,646 shares of Carvana Co. (MX:CVNA) valued at $78,169,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 212,096 shares of Carvana Co.. This represents a change in shares of 17.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CARVANA CL A 146869102 248,646 36,550 17.23 78,169 -12.67 58.0160
2026-02-17 2025-12-31 13F CARVANA CL A 146869102 212,096 -47,906 -18.43 89,509 -8.74 55.9307
2025-11-14 2025-09-30 13F CARVANA CL A 146869102 260,002 23,922 10.13 98,083 23.30 59.6732
2025-08-18 2025-06-30 13F CARVANA CL A 146869102 236,080 -165,291 -41.18 79,550 -5.21 60.2105
2025-05-15 2025-03-31 13F CARVANA CL A 146869102 401,371 -95,052 -19.15 83,919 -16.87 76.0515
2025-02-14 2024-12-31 13F CARVANA CL A 146869102 496,423 -166,040 -25.06 100,953 -12.48 79.4062
2024-11-14 2024-09-30 13F CARVANA CL A 146869102 662,463 -400,599 -37.68 115,341 -15.71 80.1300
2024-08-14 2024-06-30 13F CARVANA CL A 146869102 1,063,062 0 0.00 136,837 46.42 83.5848
2024-05-15 2024-03-31 13F CARVANA CL A 146869102 1,063,062 0 0.00 93,454 66.06 77.6179
2024-02-14 2023-12-31 13F CARVANA CL A 146869102 1,063,062 0 0.00 56,279 26.11 65.1599
2023-11-14 2023-09-30 13F CARVANA CL A 146869102 1,063,062 0 0.00 44,627 61.96 54.4827
2023-08-14 2023-06-30 13F CARVANA CL A 146869102 1,063,062 92,700 9.55 27,555 190.07 40.8114
2023-05-15 2023-03-31 13F CARVANA CL A 146869102 970,362 -30,250 -3.02 9,500 100.32 22.3610
2023-02-14 2022-12-31 13F CARVANA CL A 146869102 1,000,612 428,425 74.87 4,743 -59.17 11.6966
2022-11-14 2022-09-30 13F CARVANA CL A 146869102 572,187 181,880 46.60 11,615 31.79 18.0961
2022-08-15 2022-06-30 13F CARVANA CL A 146869102 390,307 309,779 384.68 8,813 -8.26 10.9447
2022-05-16 2022-03-31 13F CARVANA CL A 146869102 80,528 37,262 86.12 9,606 -4.22 7.1266
2022-02-14 2021-12-31 13F CARVANA CL A 146869102 43,266 17,815 70.00 10,029 30.69 5.9842
2021-11-15 2021-09-30 13F CARVANA CL A 146869102 25,451 -12,500 -32.94 7,674 -33.00 6.0366
2021-08-16 2021-06-30 13F CARVANA CL A 146869102 37,951 7,951 26.50 11,454 45.50 6.6072
2021-05-17 2021-03-31 13F CARVANA CL A 146869102 30,000 30,000 7,872 4.6772
2020-11-16 2020-09-30 13F CARVANA CL A 146869102 0 -50,000 -100.00 0 -100.00
2020-08-14 2020-06-30 13F CARVANA CL A 146869102 50,000 -73,180 -59.41 6,010 -11.44 3.8432
2020-05-15 2020-03-31 13F CARVANA CL A 146869102 123,180 7,998 6.94 6,786 -36.00 4.4271
2020-02-14 2019-12-31 13F CARVANA CL A 146869102 115,182 -99,225 -46.28 10,603 -25.07 7.1089
2019-11-14 2019-09-30 13F CARVANA CL A 146869102 214,407 13,190 6.56 14,151 12.36 11.2868
2019-08-14 2019-06-30 13F CARVANA CL A 146869102 201,217 -1,200 -0.59 12,594 7.16 15.7358
2019-05-15 2019-03-31 13F CARVANA CL A 146869102 202,417 -62,173 -23.50 11,752 35.78 9.3833
2019-02-14 2018-12-31 13F CARVANA CL A 146869102 264,590 264,590 8,655 5.0265
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.