STATE OF MICHIGAN RETIREMENT SYSTEM

Pension

Position in CVNA — Carvana Co.

CIK 762152 EAST LANSING, MI

Position in CVNA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,071,388

+$470,766 QoQ

Shares Held

183,400

-0.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#182

of 809 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

STATE OF MICHIGAN RETIREMENT SYSTEM holds $16,642,077 across 5 Auto & Truck Dealerships names. CVNA ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co. This page	183,400	$12,071,388
2	LAD	Lithia Motors Inc	5,287	$1,535,820
3	VVV	Valvoline Inc	29,815	$1,178,885
4	AN	Autonation, Inc.	5,848	$1,086,499
5	PAG	Penske Automotive Group, Inc.	4,300	$769,485

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,071,388	183,400	+397.0%	Shares	Sole	2026-07-30
2026-03-31	$11,600,622	36,900	-0.3%	Shares	Sole	2026-05-04
2025-12-31	$15,614,740	37,000	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.