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Gavilan Investment Partners LLC: CPNG position timeline

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

Gavilan Investment Partners LLC held 1,465,000 CPNG 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 1,465,000 shares
    Change vs previous 13F 0 shares

    6.2% of the 13F portfolio, value $25,447,050.

    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 1,465,000 shares
    Change vs previous 13F +70,000 shares

    7.43% of the 13F portfolio, value $27,659,200.

    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 1,395,000 shares
    Change vs previous 13F +130,000 shares

    7.9% of the 13F portfolio, value $32,908,050.

    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 1,265,000 shares
    Change vs previous 13F +110,000 shares

    9.1% of the 13F portfolio, value $40,733,000.

    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 1,155,000 shares
    Change vs previous 13F +40,000 shares

    8.32% of the 13F portfolio, value $34,603,800.

    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 1,115,000 shares
    Change vs previous 13F 0 shares

    6.88% of the 13F portfolio, value $24,451,950.

    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 1,115,000 shares
    Change vs previous 13F +75,000 shares

    6.8% of the 13F portfolio, value $24,507,700.

    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 1,040,000 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $25,532,000.

    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).