Gavilan Investment Partners LLC - Q12026 Holdings

Gavilan Investment Partners LLC holds 14 stocks with a total portfolio value of $ 372.3M as of Q12026. In Q12026, Gavilan Investment Partners LLC added 1 new position, increased stakes in 5 stocks, reduced 2 holdings, and fully exited 0 positions. The largest holding is Amazon Com Inc (AMZN), representing 12.87% of the total portfolio.