Copart, Inc.
MX ˙ BMV ˙ US2172041061
SecurityMX:CPRT / Copart, Inc.
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership22,996 shares
Latest Disclosed Value $ 763,467
JGP Wealth Management, LLC reports 0.66% increase in ownership of CPRT / Copart, Inc.

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 22,996 shares of Copart, Inc. (MX:CPRT) valued at $763,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 22,845 shares of Copart, Inc.. This represents a change in shares of 0.66% 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)
2026-04-08 2026-03-31 13F COPART COM 217204106 22,996 151 0.66 763 -14.65 0.0794
2026-01-12 2025-12-31 13F COPART COM 217204106 22,845 2,583 12.75 894 -1.00 0.0932
2025-10-15 2025-09-30 13F COPART COM 217204106 20,262 521 2.64 903 -6.71 0.1001
2025-07-28 2025-06-30 13F COPART COM 217204106 19,741 405 2.09 969 -11.52 0.1174
2025-04-09 2025-03-31 13F COPART COM 217204106 19,336 -827 -4.10 1,094 -5.45 0.1440
2025-01-15 2024-12-31 13F COPART COM 217204106 20,163 239 1.20 1,157 10.82 0.1496
2024-10-09 2024-09-30 13F COPART COM 217204106 19,924 504 2.60 1,044 -0.67 0.1344
2024-07-12 2024-06-30 13F COPART COM 217204106 19,420 1,095 5.98 1,052 -0.94 0.1500
2024-04-24 2024-03-31 13F COPART COM 217204106 18,325 -4,421 -19.44 1,061 -4.76 0.1541
2024-01-10 2023-12-31 13F COPART COM 217204106 22,746 -206 -0.90 1,115 12.64 0.1655
2023-10-19 2023-09-30 13F COPART COM 217204106 22,952 11,381 98.36 989 -6.26 0.1659
2023-08-10 2023-06-30 13F COPART COM 217204106 11,571 -252 -2.13 1,055 18.67 0.1725
2023-04-14 2023-03-31 13F COPART COM 217204106 11,823 57 0.48 889 24.16 0.1560
2023-02-10 2022-12-31 13F COPART COM 217204106 11,766 5,827 98.11 716 9.98 0.1316
2022-10-14 2022-09-30 13F COPART COM 217204106 5,939 -126 -2.08 651 -4.82 0.1369
2022-07-19 2022-06-30 13F COPART COM 217204106 6,065 100 1.68 684 -8.68 0.1381
2022-04-20 2022-03-31 13F COPART COM 217204106 5,965 216 3.76 749 -7.99 0.1381
2022-01-18 2021-12-31 13F COPART COM 217204106 5,749 1,031 21.85 814 24.46 0.1516
2021-10-13 2021-09-30 13F COPART COM 217204106 4,718 359 8.24 654 13.74 0.1413
2021-08-12 2021-06-30 13F COPART COM 217204106 4,359 676 18.35 575 43.75 0.1236
2021-04-28 2021-03-31 13F COPART COM 217204106 3,683 359 10.80 400 5.26 0.0896
2021-02-10 2020-12-31 13F COPART COM 217204106 3,324 527 18.84 380 22.19 0.0881
2020-10-13 2020-09-30 13F COPART COM 217204106 2,797 2,797 311 0.0826
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.