Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionNomura Asset Management Co Ltd
Latest Disclosed Ownership46,647 shares
Latest Disclosed Value $ 14,664,884
Nomura Asset Management Co Ltd reports 5.88% increase in ownership of CVNA / Carvana Co.

On May 11, 2026 - Nomura Asset Management Co Ltd filed a 13F-HR form disclosing ownership of 46,647 shares of Carvana Co. (MX:CVNA) valued at $14,664,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 44,058 shares of Carvana Co.. This represents a change in shares of 5.88% 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)
2026-05-11 2026-03-31 13F CARVANA CL A 146869102 46,647 2,589 5.88 14,665 -21.13 0.0237
2026-02-10 2025-12-31 13F CARVANA CL A 146869102 44,058 7,094 19.19 18,593 33.34 0.0293
2025-11-12 2025-09-30 13F CARVANA CL A 146869102 36,964 0 0.00 13,944 11.96 0.0364
2025-08-11 2025-06-30 13F CARVANA CL A 146869102 36,964 3,070 9.06 12,455 75.77 0.0342
2025-05-12 2025-03-31 13F CARVANA CL A 146869102 33,894 -857 -2.47 7,087 0.28 0.0217
2025-02-12 2024-12-31 13F CARVANA CL A 146869102 34,751 34,751 7,067 0.0213
2024-11-15 2024-09-30 13F CARVANA CL A 146869102 0 0 0 0.0000
2025-01-10 2022-09-30 13F/A-3 CARVANA CL A 146869102 0 -20,790 -100.00 0 -100.00
2022-11-14 2022-09-30 13F/A-2 CARVANA CL A 146869102 0 -20,790 0
2022-11-10 2022-09-30 13F/A-1 CARVANA CL A 146869102 0 -20,790 0
2022-11-10 2022-09-30 13F CARVANA CL A 146869102 0 -20,790 0
2025-01-10 2022-06-30 13F/A-1 CARVANA CL A 146869102 20,790 5,900 39.62 469 -73.59 0.0029
2022-08-12 2022-06-30 13F CARVANA CL A 146869102 20,790 5,900 469 0.0029
2025-01-10 2022-03-31 13F/A-1 CARVANA CL A 146869102 14,890 -3,125 -17.35 1,776 -57.46 0.0097
2022-05-13 2022-03-31 13F CARVANA CL A 146869102 14,890 -3,125 1,776 0.0097
2025-01-10 2021-12-31 13F/A-2 CARVANA CL A 146869102 18,015 4,015 28.68 4,176 -1.09 0.0211
2022-02-01 2021-12-31 13F CARVANA CL A 146869102 18,015 4,015 4,175 0.0211
2025-01-10 2021-09-30 13F/A-2 CARVANA CL A 146869102 14,000 -3,464 -19.84 4,222 -19.91 0.0238
2021-11-12 2021-09-30 13F CARVANA CL A 146869102 14,000 -3,464 4,222 0.0238
2025-01-10 2021-06-30 13F/A-2 CARVANA CL A 146869102 17,464 221 1.28 5,271 16.49 0.0305
2021-08-06 2021-06-30 13F CARVANA CL A 146869102 17,464 221 5,271 0.0305
2025-01-10 2021-03-31 13F/A-2 CARVANA CL A 146869102 17,243 6,313 57.76 4,525 72.80 0.0288
2021-05-14 2021-03-31 13F CARVANA CL A 146869102 17,243 6,313 4,524 0.0288
2025-01-10 2020-12-31 13F/A-2 CARVANA CL A 146869102 10,930 4,930 82.17 2,618 95.67 0.0176
2021-02-12 2020-12-31 13F CARVANA CL A 146869102 10,930 4,930 2,618 0.0176
2020-11-12 2020-09-30 13F CARVANA CL A 146869102 6,000 6,000 1,338 0.0103
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.