Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership3,912,767 shares
Latest Disclosed Value $ 1,226,405,315
Geode Capital Management, Llc reports 0.83% increase in ownership of CVNA / Carvana Co.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 3,912,767 shares of Carvana Co. (MX:CVNA) valued at $1,226,405,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,880,711 shares of Carvana Co.. This represents a change in shares of 0.83% 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 3,912,767 32,056 0.83 1,226,405 -24.89 0.0408
2026-02-09 2025-12-31 13F CARVANA CL A 146869102 3,880,711 1,382,852 55.36 1,632,763 73.64 0.1008
2025-11-12 2025-09-30 13F CARVANA CL A 146869102 2,497,859 265,680 11.90 940,308 25.32 0.0600
2025-08-08 2025-06-30 13F CARVANA CL A 146869102 2,232,179 221,161 11.00 750,301 78.74 0.0526
2025-05-13 2025-03-31 13F CARVANA CL A 146869102 2,011,018 132,222 7.04 419,775 10.01 0.0330
2025-02-12 2024-12-31 13F CARVANA CL A 146869102 1,878,796 75,250 4.17 381,592 21.09 0.0296
2024-11-12 2024-09-30 13F CARVANA CL A 146869102 1,803,546 131,059 7.84 315,133 46.34 0.0255
2024-08-09 2024-06-30 13F CARVANA CL A 146869102 1,672,487 -585,844 -25.94 215,343 8.45 0.0189
2024-05-13 2024-03-31 13F CARVANA CL A 146869102 2,258,331 162,943 7.78 198,559 78.97 0.0184
2024-02-13 2023-12-31 13F CARVANA CL A 146869102 2,095,388 157,782 8.14 110,943 36.38 0.0116
2023-11-13 2023-09-30 13F CARVANA CL A 146869102 1,937,606 39,414 2.08 81,351 65.34 0.0097
2023-08-11 2023-06-30 13F CARVANA CL A 146869102 1,898,192 517,583 37.49 49,201 264.02 0.0058
2023-05-15 2023-03-31 13F CARVANA CL A 146869102 1,380,609 61,091 4.63 13,516 225,166.67 0.0018
2023-02-13 2022-12-31 13F CARVANA CL A 146869102 1,319,518 60,168 4.78 6 -99.98 0.0009
2022-11-14 2022-09-30 13F CARVANA CL A 146869102 1,259,350 13,873 1.11 25,564 -8.99 0.0039
2022-08-12 2022-06-30 13F CARVANA CL A 146869102 1,245,477 218,924 21.33 28,088 -77.03 0.0041
2022-05-13 2022-03-31 13F CARVANA CL A 146869102 1,026,553 36,083 3.64 122,284 -46.66 0.0153
2022-02-11 2021-12-31 13F CARVANA CL A 146869102 990,470 49,762 5.29 229,243 -19.07 0.0276
2021-11-12 2021-09-30 13F CARVANA CL A 146869102 940,708 148,534 18.75 283,256 18.67 0.0381
2021-08-13 2021-06-30 13F CARVANA CL A 146869102 792,174 97,343 14.01 238,699 31.12 0.0329
2021-05-12 2021-03-31 13F CARVANA CL A 146869102 694,831 98,953 16.61 182,053 27.74 0.0278
2021-02-12 2020-12-31 13F CARVANA CL A 146869102 595,878 49,393 9.04 142,521 16.92 0.0239
2020-11-13 2020-09-30 13F CARVANA CL A 146869102 546,485 -18,123 -3.21 121,898 79.62 0.0239
2020-08-13 2020-06-30 13F CARVANA CL A 146869102 564,608 36,339 6.88 67,865 133.20 0.0145
2020-05-14 2020-03-31 13F CARVANA CL A 146869102 528,269 24,180 4.80 29,102 -37.28 0.0076
2020-02-20 2019-12-31 13F/A-1 CARVANA CL A 146869102 504,089 24,423 5.09 46,401 46.57 0.0097
2020-02-13 2019-12-31 13F CARVANA CL A 146869102 504,089 24,423 46,401 5,913.4006
2019-11-12 2019-09-30 13F CARVANA CL A 146869102 479,666 111,703 30.36 31,657 37.46 0.0074
2019-08-14 2019-06-30 13F CARVANA CL A 146869102 367,963 -3,513 -0.95 23,030 6.78 0.0056
2019-05-14 2019-03-31 13F CARVANA CL A 146869102 371,476 35,996 10.73 21,567 96.55 0.0056
2019-03-06 2018-12-31 13F/A-1 CARVANA CL A 146869102 335,480 21,749 6.93 10,973 -40.81 0.0034
2019-02-13 2018-12-31 13F CARVANA CL A 146869102 335,480 21,749 10,973
2018-11-13 2018-09-30 13F CARVANA CL A 146869102 313,731 45,947 17.16 18,538 66.42 0.0052
2018-08-14 2018-06-30 13F CARVANA CL A 146869102 267,784 134,881 101.49 11,139 265.57 0.0034
2018-05-15 2018-03-31 13F CARVANA CL A 146869102 132,903 1,161 0.88 3,047 21.01 0.0010
2018-02-13 2017-12-31 13F CARVANA CL A 146869102 131,742 2,788 2.16 2,518 33.02 0.0009
2017-11-14 2017-09-30 13F CARVANA CL A 146869102 128,954 -7,099 -5.22 1,893 -32.03 0.0007
2017-08-14 2017-06-30 13F CARVANA CL A 146869102 136,053 136,053 2,785 0.0011
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.