Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionNo Street GP LP
Latest Disclosed Ownership277,000 shares
Latest Disclosed Value $ 87,083,260
No Street GP LP reports 15.66% increase in ownership of CVNA / Carvana Co.

On May 15, 2026 - No Street GP LP filed a 13F-HR form disclosing ownership of 277,000 shares of Carvana Co. (MX:CVNA) valued at $87,083,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 239,500 shares of Carvana Co.. This represents a change in shares of 15.66% 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 277,000 37,500 15.66 87,083 -13.84 5.8085
2026-02-17 2025-12-31 13F CARVANA CL A 146869102 239,500 -56,000 -18.95 101,074 -9.33 6.8067
2025-11-14 2025-09-30 13F CARVANA CL A 146869102 295,500 -54,500 -15.57 111,474 -5.48 7.3300
2025-08-14 2025-06-30 13F CARVANA CL A 146869102 350,000 -70,000 -16.67 117,936 34.30 8.6836
2025-05-15 2025-03-31 13F CARVANA CL A 146869102 420,000 70,000 20.00 87,814 23.37 6.8434
2025-02-14 2024-12-31 13F CARVANA CL A 146869102 350,000 140,000 66.67 71,176 94.67 4.7131
2024-11-14 2024-09-30 13F CARVANA CL A 146869102 210,000 45,000 27.27 36,563 72.16 2.8195
2024-08-14 2024-06-30 13F CARVANA CL A 146869102 165,000 165,000 21,239 1.3057
2022-02-14 2021-12-31 13F CARVANA CL A 146869102 0 -35,000 -100.00 0 -100.00
2021-11-15 2021-09-30 13F CARVANA CL A 146869102 35,000 0 0.00 10,554 -0.09 1.7213
2021-08-16 2021-06-30 13F CARVANA CL A 146869102 35,000 0 0.00 10,564 15.03 1.6592
2021-05-17 2021-03-31 13F CARVANA CL A 146869102 35,000 35,000 9,184 1.1857
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.