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Disclosery

Gavilan Investment Partners LLC: SPOT position timeline

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

Gavilan Investment Partners LLC held 61,000 SPOT 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 61,000 shares
    Change vs previous 13F +11,500 shares

    6.82% of the 13F portfolio, value $28,006,930.

    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 49,500 shares
    Change vs previous 13F +9,500 shares

    6.45% of the 13F portfolio, value $24,003,045.

    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 40,000 shares
    Change vs previous 13F 0 shares

    5.58% of the 13F portfolio, value $23,228,400.

    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 40,000 shares
    Change vs previous 13F -6,000 shares

    6.24% of the 13F portfolio, value $27,920,000.

    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 46,000 shares
    Change vs previous 13F -9,000 shares

    8.48% of the 13F portfolio, value $35,297,640.

    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 55,000 shares
    Change vs previous 13F -13,000 shares

    8.51% of the 13F portfolio, value $30,251,650.

    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 68,000 shares
    Change vs previous 13F 0 shares

    8.44% of the 13F portfolio, value $30,421,840.

    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 68,000 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $25,060,040.

    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).