Gavilan Investment Partners’s Procore PCOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.7M	Buy	420,000 +97,500	+30%	+$6.67M	6.91%	8
2025 Q1	$21.3M	Buy	322,500 +27,500	+9%	+$1.82M	5.99%	11
2024 Q4	$22.1M	Buy	295,000 +55,000	+23%	+$4.12M	6.13%	9
2024 Q3	$14.8M	Buy	+240,000	New	+$14.8M	4.26%	12