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Gavilan Investment Partners LLC: CVNA position timeline

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

Gavilan Investment Partners LLC held 495,000 CVNA 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 495,000 shares
    Change vs previous 13F +403,000 shares

    7.93% of the 13F portfolio, value $32,580,900.

    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 92,000 shares
    Change vs previous 13F +6,000 shares

    7.77% of the 13F portfolio, value $28,922,960.

    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 86,000 shares
    Change vs previous 13F +17,000 shares

    8.72% of the 13F portfolio, value $36,293,720.

    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 69,000 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $26,029,560.

    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).