Nishkama Capital LLC’s Wayfair W Stock Holding History

Nishkama Capital LLC’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-243,400	Closed	-$18.3M	–	85
2026 Q1	$18.3M	Buy	+243,400	New	+$22M	1.16%	23
2024 Q4	–	Sell	-384,104	Closed	-$21.6M	–	103
2024 Q3	$21.6M	Buy	384,104 +122,210	+47%	+$5.89M	1.64%	11
2024 Q2	$13.8M	Sell	261,894 -157,914	-38%	-$9.38M	1.05%	19
2024 Q1	$28.5M	Buy	419,808 +363,563	+646%	+$20.6M	2.26%	10
2023 Q4	$3.47M	Buy	+56,245	New	+$2.94M	0.67%	35
2023 Q2	–	Sell	-22,000	Closed	-$755K	–	74
2023 Q1	$755K	Buy	+22,000	New	+$974K	0.16%	52

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nishkama Capital LLC's W Position: Q2 2026 in Review

Nishkama Capital LLC sold out of Wayfair (W) in Q2 2026, closing a stake of 243,400 shares — an estimated $18.3M sold.

Nishkama Capital LLC first reported a position in W in Q1 2023 and held it in 6 quarters. The position peaked at $28.5M in Q1 2024. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Nishkama Capital LLC reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Nishkama Capital LLC sold 243,400 Wayfair shares in Q2 2026, an estimated $18.3M.
Nishkama Capital LLC first reported a position in Wayfair in Q1 2023 and held it in 6 quarters.
Nishkama Capital LLC's Wayfair position peaked at $28.5M in Q1 2024.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Nishkama Capital LLC's 13F filing for Q2 2026, filed 14 Aug 2026.