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Disclosery

Gavilan Investment Partners LLC: V position timeline

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

Gavilan Investment Partners LLC held 63,000 V 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 63,000 shares
    Change vs previous 13F 0 shares

    5.26% of the 13F portfolio, value $21,614,670.

    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 63,000 shares
    Change vs previous 13F 0 shares

    5.11% of the 13F portfolio, value $19,041,120.

    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 63,000 shares
    Change vs previous 13F 0 shares

    5.31% of the 13F portfolio, value $22,094,730.

    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 63,000 shares
    Change vs previous 13F 0 shares

    4.8% of the 13F portfolio, value $21,506,940.

    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 63,000 shares
    Change vs previous 13F 0 shares

    5.38% of the 13F portfolio, value $22,368,150.

    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 63,000 shares
    Change vs previous 13F -1,000 shares

    6.21% of the 13F portfolio, value $22,078,980.

    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 64,000 shares
    Change vs previous 13F 0 shares

    5.61% of the 13F portfolio, value $20,226,560.

    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 64,000 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $17,596,800.

    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).