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Gavilan Investment Partners LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gavilan Investment Partners LLC on AMZN, newest first. How the timeline and the estimate are built.

Gavilan Investment Partners LLC held 190,000 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,000 shares
    Change vs previous 13F -40,000 shares

    11.02% of the 13F portfolio, value $45,284,600.

    13F-HR 0001398344-26-014275 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 230,000 shares
    Change vs previous 13F 0 shares

    12.87% of the 13F portfolio, value $47,902,100.

    13F-HR 0001398344-26-009115 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,000 shares
    Change vs previous 13F 0 shares

    12.75% of the 13F portfolio, value $53,088,600.

    13F-HR 0001398344-26-002956 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 230,000 shares
    Change vs previous 13F 0 shares

    11.28% of the 13F portfolio, value $50,501,100.

    13F-HR 0001398344-25-020818 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 230,000 shares
    Change vs previous 13F 0 shares

    12.13% of the 13F portfolio, value $50,459,700.

    13F-HR 0001398344-25-015186 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 230,000 shares
    Change vs previous 13F +10,000 shares

    12.31% of the 13F portfolio, value $43,759,800.

    13F-HR 0001398344-25-009332 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 220,000 shares
    Change vs previous 13F -17,000 shares

    13.39% of the 13F portfolio, value $48,265,800.

    13F-HR 0001398344-25-002607 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 237,000 shares
    Change vs previous 13F not available

    12.69% of the 13F portfolio, value $44,160,210.

    13F-HR 0001398344-24-020531 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).