ThornTree Capital Partners LP: VIK position timeline

ThornTree Capital Partners LP held 616,700 VIK 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 616,700 shares

   Change vs previous 13F -60,387 shares

   8.83% of the 13F portfolio, value $64,549,989.

   13F-HR 0001172661-26-003754 filed by ThornTree Capital Partners LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 677,087 shares

   Change vs previous 13F +57,092 shares

   8.83% of the 13F portfolio, value $49,752,353.

   13F-HR 0001172661-26-002253 filed by ThornTree Capital Partners LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 619,995 shares

   Change vs previous 13F 0 shares

   7.4% of the 13F portfolio, value $44,273,843.

   13F-HR 0001172661-26-001146 filed by ThornTree Capital Partners LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 619,995 shares

   Change vs previous 13F -165,865 shares

   5.9% of the 13F portfolio, value $38,538,889.

   13F-HR 0001172661-25-005051 filed by ThornTree Capital Partners LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 785,860 shares

   Change vs previous 13F -173,197 shares

   6.97% of the 13F portfolio, value $41,878,479.

   13F-HR 0001172661-25-003503 filed by ThornTree Capital Partners LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 959,057 shares

   Change vs previous 13F -18,151 shares

   8.42% of the 13F portfolio, value $38,122,516.

   13F-HR 0001172661-25-002153 filed by ThornTree Capital Partners LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 977,208 shares

   Change vs previous 13F -109,114 shares

   7.22% of the 13F portfolio, value $43,055,784.

   13F-HR 0001172661-25-001163 filed by ThornTree Capital Partners LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,086,322 shares

   Change vs previous 13F not available

   7.91% of the 13F portfolio, value $37,901,775.

   13F-HR 0001172661-24-005153 filed by ThornTree Capital Partners LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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