Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionLandscape Capital Management, L.l.c.
Latest Disclosed Ownership25,438 shares
Latest Disclosed Value $ 7,997,198
Landscape Capital Management, L.l.c. reports 71.86% increase in ownership of CVNA / Carvana Co.

On May 12, 2026 - Landscape Capital Management, L.l.c. filed a 13F-HR form disclosing ownership of 25,438 shares of Carvana Co. (MX:CVNA) valued at $7,997,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,802 shares of Carvana Co.. This represents a change in shares of 71.86% 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)
2026-05-12 2026-03-31 13F CARVANA CL A 146869102 25,438 10,636 71.86 7,997 28.03 0.2548
2026-02-13 2025-12-31 13F CARVANA CL A 146869102 14,802 8,213 124.65 6,247 151.35 0.4188
2025-11-13 2025-09-30 13F CARVANA CL A 146869102 6,589 -112 -1.67 2,486 10.10 0.1576
2025-08-12 2025-06-30 13F CARVANA CL A 146869102 6,701 -1,695 -20.19 2,258 28.60 0.1772
2025-05-14 2025-03-31 13F CARVANA CL A 146869102 8,396 8,396 1,755 0.1563
2024-11-08 2024-09-30 13F CARVANA CL A 146869102 0 -85,901 -100.00 0 -100.00
2024-08-12 2024-06-30 13F CARVANA CL A 146869102 85,901 -9,121 -9.60 11,057 32.37 0.9332
2024-05-09 2024-03-31 13F CARVANA CL A 146869102 95,022 10,913 12.97 8,353 87.62 0.7297
2024-02-05 2023-12-31 13F CARVANA CL A 146869102 84,109 0 0.00 4,453 26.12 0.3975
2023-11-08 2023-09-30 13F CARVANA CL A 146869102 84,109 -40,972 -32.76 3,531 8.88 0.4668
2023-08-11 2023-06-30 13F CARVANA CL A 146869102 125,081 79,312 173.29 3,242 623.66 0.4266
2023-05-10 2023-03-31 13F CARVANA CL A 146869102 45,769 -20,946 -31.40 448 41.77 0.0610
2023-02-09 2022-12-31 13F CARVANA CL A 146869102 66,715 -22,570 -25.28 316 -82.56 0.0465
2022-11-02 2022-09-30 13F CARVANA CL A 146869102 89,285 -48,281 -35.10 1,812 -41.66 0.2368
2022-08-05 2022-06-30 13F CARVANA CL A 146869102 137,566 84,074 157.17 3,106 -51.32 0.4195
2022-05-11 2022-03-31 13F CARVANA CL A 146869102 53,492 25,001 87.75 6,381 -3.38 0.8124
2022-02-01 2021-12-31 13F CARVANA CL A 146869102 28,491 13,815 94.13 6,604 49.24 0.9296
2021-11-09 2021-09-30 13F CARVANA CL A 146869102 14,676 -42,097 -74.15 4,425 -74.18 0.6172
2021-08-03 2021-06-30 13F CARVANA CL A 146869102 56,773 42,272 291.51 17,135 350.33 2.0952
2021-05-11 2021-03-31 13F CARVANA CL A 146869102 14,501 14,501 3,805 0.5966
2020-05-13 2020-03-31 13F CARVANA CL A 146869102 0 -114,043 -100.00 0 -100.00
2020-02-11 2019-12-31 13F/A-1 CARVANA CL A 146869102 114,043 -114,003 -49.99 10,498 -30.25 0.7613
2020-02-11 2019-12-31 13F CARVANA CL A 146869102 114,043 -114,003 10,498 761,286.2242
2019-11-12 2019-09-30 13F CARVANA CL A 146869102 228,046 186,404 447.63 15,051 477.55 1.1079
2019-08-08 2019-06-30 13F CARVANA CL A 146869102 41,642 -12,329 -22.84 2,606 -16.85 0.2079
2019-05-15 2019-03-31 13F CARVANA CL A 146869102 53,971 53,971 3,134 0.2971
2018-11-13 2018-09-30 13F CARVANA CL A 146869102 0 -73,542 -100.00 0 -100.00
2018-08-13 2018-06-30 13F CARVANA CL A 146869102 73,542 7,288 11.00 3,059 101.38 0.2555
2018-05-11 2018-03-31 13F CARVANA CL A 146869102 66,254 66,254 1,519 0.1080
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.