Gavilan Investment Partners LLC
All 13F Filings
- Location
- Burlingame, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 410,764
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 15 | 410,764 | 13F-HR | Gavilan Investment Partners LLC |
| Q1 2026 | 5/14/2026 | 14 | 372,298 | 13F-HR | Gavilan Investment Partners LLC |
| Q4 2025 | 2/13/2026 | 13 | 416,352 | 13F-HR | Gavilan Investment Partners LLC |
| Q3 2025 | 11/13/2025 | 13 | 447,599 | 13F-HR | Gavilan Investment Partners LLC |
| Q2 2025 | 8/13/2025 | 12 | 416,064 | 13F-HR | Gavilan Investment Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 410.8 K | 100.0% | 38.47 K | 0 | 38.47 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
410,764
Holdings
15
QoQ value change ($000)
38,466
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.