Gavilan Investment Partners LLC: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q1 2026, Gavilan Investment Partners LLC reported 19,500 shares of MERCADOLIBRE INC (MELI), worth $33.7M and representing 9.1% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 19,500Shares Held (Latest Filing)
- $33.7MReported Market Value (Latest Filing)
- 9.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$5.6MQuarter-over-Quarter Value Change
- 19,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 19,500 | 0 | — | $33.7M | 9.1% | $1729.0 |
| Q4 2025 | 19,500 | +4,500 | +30.0% | $39.3M | 9.4% | $2014.3 |
| Q3 2025 | 15,000 | 0 | — | $35.1M | 7.8% | $2336.9 |
| Q2 2025 | 15,000 | 0 | — | $39.2M | 9.4% | $2613.6 |
| Q1 2025 | 15,000 | 1,200 | -7.4% | $29.3M | 8.2% | $1950.9 |
| Q4 2024 | 16,200 | +3,900 | +31.7% | $27.5M | 7.6% | $1700.4 |
| Q3 2024 | 12,300 | 3,900 | -24.1% | $25.2M | 7.3% | $2052.0 |
| Q2 2024 | 16,200 | +1,900 | +13.3% | $26.6M | 8.5% | $1643.4 |
| Q1 2024 | 14,300 | +1,300 | +10.0% | $21.6M | 7.0% | $1512.0 |
| Q4 2023 | 13,000 | 0 | — | $20.4M | 7.6% | $1571.5 |
| Q3 2023 | 13,000 | +1,750 | +15.6% | $16.5M | 7.1% | $1267.9 |
| Q2 2023 | 11,250 | +485 | +4.5% | $13.3M | 5.9% | $1184.6 |
| Q1 2023 | 10,765 | +1,418 | +15.2% | $14.2M | 7.3% | $1318.1 |
| Q4 2022 | 9,347 | — | — | $7.9M | 8.1% | $846.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Gavilan Investment Partners LLC first disclose a MELI position in 13F-HR filings?
Gavilan Investment Partners LLC first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Gavilan Investment Partners LLC's most recent quarter-over-quarter share-count change in MELI?
Gavilan Investment Partners LLC held the same 19,500 shares of MELI between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Gavilan Investment Partners LLC's cost basis in MELI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.