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Gavilan Investment Partners LLC: LBRDA position timeline

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

Gavilan Investment Partners LLC held 0 LBRDA shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -177,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 177,000 shares
    Change vs previous 13F 0 shares

    4.23% of the 13F portfolio, value $15,045,000.

    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).

  3. period ended2024-12-31
    13F 177,000 shares
    Change vs previous 13F +2,000 shares

    3.65% of the 13F portfolio, value $13,161,720.

    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).

  4. period ended2024-09-30
    13F 175,000 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $13,443,500.

    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).