Gavilan Investment Partners LLC - Q42025 Holdings

Gavilan Investment Partners LLC holds 13 stocks with a total portfolio value of $ 416.35M as of Q42025. In Q42025, Gavilan Investment Partners LLC added 0 new positions, increased stakes in 4 stocks, reduced 4 holdings, and fully exited 0 positions. The largest holding is Amazon Com Inc (AMZN), representing 12.75% of the total portfolio.