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Equibles

LMR Partners LLP

Position in CVNA — Carvana Co.

CIK 1578621 LONDON, X0
Back to CVNA Full portfolio

Position in CVNA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,884,837
+$6,884,837 QoQ
Shares Held
104,601
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#225
of 816 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority Sole 72% Shared 28% None 0%

Common Shares in CVNA Over Time

Shares Held

Position Value (USD)

Derivatives in CVNA

reported options exposure · as of Jun 30, 2026
CallValue
$6,582,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

LMR Partners LLP holds $9,106,217 across 3 Auto & Truck Dealerships names. CVNA ranks #1 (75.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
This page 		104,601 $6,884,837
2 KMX
Carmax Inc
 42,000 $2,221,380
3 SDA
SunCar Technology Group Inc.
 136,678 $0

All Filings in CVNA

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,582,000 100,000
2026-06-30 $6,884,837 104,601
2026-03-31 $6,287,600 20,000
2025-12-31 $25,321,200 60,000
2025-12-31 $337,616 800
2025-12-31 $1,434,868 3,400
2025-09-30 $3,319,712 8,800
2025-09-30 $8,638,796 22,900
2025-09-30 $22,261,309 59,011
2025-06-30 $8,380,194 24,870
2025-06-30 $11,759,904 34,900
2025-06-30 $12,400,128 36,800
2025-03-31 $3,512,544 16,800
2025-03-31 $30,212,060 144,500
2025-03-31 $9,387,692 44,900
2024-12-31 $4,575,600 22,500
2024-09-30 $1,741,100 10,000
2024-09-30 $1,305,825 7,500
2024-09-30 $2,681,294 15,400
2022-12-31 $67,654 14,273
2022-09-30 $289,741 14,273
2020-09-30 $9,542,506 42,780