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Gavilan Investment Partners LLC: SHOP position timeline

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

Gavilan Investment Partners LLC held 230,000 SHOP 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 230,000 shares
    Change vs previous 13F 0 shares

    6.39% of the 13F portfolio, value $26,261,400.

    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

    7.33% of the 13F portfolio, value $27,282,600.

    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 -75,000 shares

    8.89% of the 13F portfolio, value $37,023,100.

    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 305,000 shares
    Change vs previous 13F -25,000 shares

    10.13% of the 13F portfolio, value $45,326,050.

    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 330,000 shares
    Change vs previous 13F 0 shares

    9.15% of the 13F portfolio, value $38,065,500.

    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 330,000 shares
    Change vs previous 13F 0 shares

    8.86% of the 13F portfolio, value $31,508,400.

    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 330,000 shares
    Change vs previous 13F -71,000 shares

    9.73% of the 13F portfolio, value $35,088,900.

    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 401,000 shares
    Change vs previous 13F not available

    9.23% of the 13F portfolio, value $32,136,140.

    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).