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Night Owl Capital Management, LLC: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Night Owl Capital Management, LLC on GEHC, newest first. How the timeline and the estimate are built.

Night Owl Capital Management, LLC held 283,292 GEHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,292 shares
    Change vs previous 13F +4,734 shares

    1.9% of the 13F portfolio, value $18,133,521.

    13F-HR 0001410833-26-000005 filed by Night Owl Capital Management, 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 278,558 shares
    Change vs previous 13F +1,927 shares

    2.31% of the 13F portfolio, value $19,827,758.

    13F-HR 0001410833-26-000004 filed by Night Owl Capital Management, 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 276,631 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $22,689,275.

    13F-HR 0001410833-26-000003 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).