Carvana Co.
US ˙ NYSE ˙ US1468691027

SecurityCVNA / Carvana Co.
InstitutionSei Investments Co
Latest Disclosed Ownership103,240 shares
Latest Disclosed Value $ 43,566,703
Sei Investments Co reports 57.51% decrease in ownership of CVNA / Carvana Co.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 103,240 shares of Carvana Co. (US:CVNA) valued at $43,569,345 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 242,993 shares of Carvana Co.. This represents a change in shares of -57.51% during the quarter. The current value of the position is $6,571,226 USD.

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)
2026-02-13 2025-12-31 13F CARVANA CL A 146869102 103,240 -139,753 -57.51 43,567 -52.47 0.0430
2025-11-13 2025-09-30 13F CARVANA CL A 146869102 242,993 159,359 190.54 91,664 225.30 0.0986
2025-08-14 2025-06-30 13F CARVANA CL A 146869102 83,634 20,127 31.69 28,178 112.18 0.0327
2025-05-14 2025-03-31 13F/A-1 CARVANA CL A 146869102 63,507 37,589 145.03 13,281 151.99 0.0171
2025-05-13 2025-03-31 13F CARVANA CL A 146869102 31,463 5,545 6,545 0.0071
2025-02-11 2024-12-31 13F CARVANA CL A 146869102 25,918 11,826 83.92 5,270 114.84 0.0068
2024-11-12 2024-09-30 13F CARVANA CL A 146869102 14,092 2,927 26.22 2,453 70.70 0.0032
2024-08-13 2024-06-30 13F CARVANA CL A 146869102 11,165 6,843 158.33 1,437 279.16 0.0020
2024-05-07 2024-03-31 13F CARVANA CL A 146869102 4,322 4,322 380 0.0006
2023-02-10 2022-12-31 13F CARVANA CL A 146869102 0 -45,239 -100.00 0 -100.00
2022-11-14 2022-09-30 13F CARVANA CL A 146869102 45,239 -8,969 -16.55 918 -24.94 0.0020
2022-08-15 2022-06-30 13F CARVANA CL A 146869102 54,208 50,681 1,436.94 1,223 224.40 0.0026
2022-05-13 2022-03-31 13F CARVANA CL A 146869102 3,527 -21,030 -85.64 377 -93.20 0.0008
2022-02-14 2021-12-31 13F CARVANA CL A 146869102 24,557 -910 -3.57 5,548 -28.84 0.0104
2021-11-12 2021-09-30 13F CARVANA CL A 146869102 25,467 -2,655 -9.44 7,796 -8.89 0.0164
2021-08-06 2021-06-30 13F CARVANA CL A 146869102 28,122 -29,195 -50.94 8,557 -43.11 0.0190
2021-05-12 2021-03-31 13F CARVANA CL A 146869102 57,317 45,552 387.18 15,040 433.71 0.0379
2021-02-08 2020-12-31 13F CARVANA CL A 146869102 11,765 10,076 596.57 2,818 655.50 0.0073
2020-12-04 2020-09-30 13F/A-1 CARVANA CL A 146869102 1,689 -6,629 -79.69 373 -63.36 0.0011
2020-11-06 2020-09-30 13F CARVANA CL A 146869102 4,271 -4,047 949 2,284.9810
2020-08-17 2020-06-30 13F/A-1 CARVANA CL A 146869102 8,318 -18,240 -68.68 1,018 -30.75 0.0032
2020-08-11 2020-06-30 13F CARVANA CL A 146869102 17,105 -9,453 1,819 4,934.1343
2020-05-14 2020-03-31 13F CARVANA CL A 146869102 26,558 17,394 189.81 1,470 75.21 0.0054
2020-02-06 2019-12-31 13F CARVANA CL A 146869102 9,164 200 2.23 839 37.77 0.0025
2019-11-12 2019-09-30 13F CARVANA CL A 146869102 8,964 1,565 21.15 609 32.39 0.0016
2019-08-14 2019-06-30 13F CARVANA CL A 146869102 7,399 7,399 460 0.0015
2018-11-08 2018-09-30 13F CARVANA CL A 146869102 0 -23,507 -100.00 0 -100.00
2018-08-03 2018-06-30 13F CARVANA CL A 146869102 23,507 23,472 67,062.86 978 97,700.00 0.0033
2018-05-11 2018-03-31 13F CARVANA CL A 146869102 35 0 0.00 1 0.00 0.0000
2018-02-08 2017-12-31 13F CARVANA CL A 146869102 35 0 0.00 1 0.00 0.0000
2017-11-06 2017-09-30 13F CARVANA CL A 146869102 35 35 1 0.0000
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.