Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionSelkirk Management LLC
Latest Disclosed Ownership365,220 shares
Latest Disclosed Value $ 114,817,864
Selkirk Management LLC ownership in CVNA / Carvana Co.

On May 14, 2026 - Selkirk Management LLC filed a 13F-HR form disclosing ownership of 365,220 shares of Carvana Co. (MX:CVNA) valued at $114,817,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 365,220 shares of Carvana Co.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F CARVANA CL A 146869102 365,220 0 0.00 114,818 -25.51 39.0311
2026-02-17 2025-12-31 13F CARVANA CL A 146869102 365,220 0 0.00 154,130 11.87 40.7626
2025-11-13 2025-09-30 13F CARVANA CL A 146869102 365,220 0 0.00 137,776 11.95 37.7690
2025-08-14 2025-06-30 13F CARVANA CL A 146869102 365,220 0 0.00 123,065 61.16 36.3927
2025-05-15 2025-03-31 13F CARVANA CL A 146869102 365,220 0 0.00 76,360 2.81 29.3073
2025-02-14 2024-12-31 13F CARVANA CL A 146869102 365,220 0 0.00 74,271 16.80 26.6672
2024-11-14 2024-09-30 13F CARVANA CL A 146869102 365,220 0 0.00 63,588 35.26 25.9878
2024-08-14 2024-06-30 13F CARVANA CL A 146869102 365,220 0 0.00 47,011 46.42 22.0396
2024-05-15 2024-03-31 13F CARVANA CL A 146869102 365,220 0 0.00 32,106 66.06 16.4771
2024-02-14 2023-12-31 13F CARVANA CL A 146869102 365,220 39,000 11.96 19,335 41.19 13.0779
2023-11-14 2023-09-30 13F CARVANA CL A 146869102 326,220 10,000 3.16 13,695 67.08 10.1888
2023-08-14 2023-06-30 13F CARVANA CL A 146869102 316,220 243,000 331.88 8,196 1,044.69 6.3894
2023-05-15 2023-03-31 13F CARVANA CL A 146869102 73,220 0 0.00 717 106.34 0.8451
2023-02-14 2022-12-31 13F CARVANA CL A 146869102 73,220 0 0.00 347 -76.65 0.4709
2022-11-14 2022-09-30 13F CARVANA CL A 146869102 73,220 12,000 19.60 1,486 7.53 1.7668
2022-08-15 2022-06-30 13F CARVANA COM 146869102 61,220 -30,200 -33.03 1,382 -87.33 1.6238
2022-05-13 2022-03-31 13F CARVANA COM 146869102 91,420 -5,000 -5.19 10,905 -51.21 6.8860
2022-02-14 2021-12-31 13F CARVANA COM 146869102 96,420 -69,800 -41.99 22,349 -55.41 11.9508
2021-11-15 2021-09-30 13F CARVANA COM 146869102 166,220 0 0.00 50,122 -0.09 20.4140
2021-08-16 2021-06-30 13F CARVANA COM 146869102 166,220 -15,000 -8.28 50,169 5.50 18.2362
2021-05-17 2021-03-31 13F CARVANA COM 146869102 181,220 0 0.00 47,552 9.54 14.1441
2021-02-16 2020-12-31 13F CARVANA CL A 146869102 181,220 0 0.00 43,409 7.39 14.0627
2020-11-16 2020-09-30 13F CARVANA CL A 146869102 181,220 0 0.00 40,423 85.57 12.8412
2020-08-14 2020-06-30 13F CARVANA COM 146869102 181,220 33,625 22.78 21,783 167.90 9.3456
2020-05-13 2020-03-31 13F CARVANA COM 146869102 147,595 22,595 18.08 8,131 -29.33 4.5880
2020-02-12 2019-12-31 13F/A-1 CARVANA COM 146869102 125,000 0 0.00 11,506 39.47 5.7670
2020-02-11 2019-12-31 13F CARVANA CL A 146869102 125,000 0 11,506 6,868,474.6208
2019-11-12 2019-09-30 13F CARVANA COM 146869102 125,000 0 0.00 8,250 5.44 4.6560
2019-08-13 2019-06-30 13F CARVANA COM 146869102 125,000 0 0.00 7,824 7.80 4.2098
2019-05-15 2019-03-31 13F CARVANA COM 146869102 125,000 40,000 47.06 7,258 161.08 4.1169
2019-02-14 2018-12-31 13F CARVANA COM 146869102 85,000 46,000 117.95 2,780 20.61 1.8816
2018-11-14 2018-09-30 13F CARVANA COM 146869102 39,000 39,000 2,305 1.1744
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.