TCP
ThornTree Capital Partners’s ACV Auctions ACVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,040,719
| Closed | -$22.5M | – | 20 |
|
|
2024
Q4 | $22.5M | Buy |
1,040,719
+222,854
| +27% | +$4.81M | 2.92% | 14 |
|
|
2024
Q3 | $16.6M | Buy |
817,865
+168,791
| +26% | +$3.43M | 2.77% | 14 |
|
|
2024
Q2 | $11.8M | Hold |
649,074
| – | – | 2.02% | 20 |
|
|
2024
Q1 | $12.2M | Sell |
649,074
-380,780
| -37% | -$7.15M | 2.06% | 19 |
|
|
2023
Q4 | $15.6M | Sell |
1,029,854
-85,419
| -8% | -$1.29M | 2.56% | 17 |
|
|
2023
Q3 | $16.9M | Buy |
1,115,273
+283,913
| +34% | +$4.31M | 4.43% | 10 |
|
|
2023
Q2 | $14.4M | Sell |
831,360
-155,697
| -16% | -$2.69M | 3.41% | 14 |
|
|
2023
Q1 | $12.7M | Sell |
987,057
-132,667
| -12% | -$1.71M | 3.17% | 16 |
|
|
2022
Q4 | $9.19M | Buy |
1,119,724
+205,046
| +22% | +$1.68M | 3.02% | 14 |
|
|
2022
Q3 | $6.58M | Hold |
914,678
| – | – | 2.24% | 16 |
|
|
2022
Q2 | $5.98M | Sell |
914,678
-264,820
| -22% | -$1.73M | 2.34% | 13 |
|
|
2022
Q1 | $17.5M | Sell |
1,179,498
-11,762
| -1% | -$174K | 3.83% | 14 |
|
|
2021
Q4 | $22.4M | Sell |
1,191,260
-341,557
| -22% | -$6.43M | 4.34% | 11 |
|
|
2021
Q3 | $27.4M | Buy |
1,532,817
+1,087,838
| +244% | +$19.5M | 3.87% | 8 |
|
|
2021
Q2 | $11.4M | Buy |
444,979
+194,979
| +78% | +$5M | 1.54% | 22 |
|
|
2021
Q1 | $8.65M | Buy |
+250,000
| New | +$8.65M | 1.12% | 25 |
|