W position history
The shares of Wayfair (W) that CHECK CAPITAL MANAGEMENT INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 162,520 shares, $42M, 1.9% of portfolio
- 2021 Q4: 162,709 shares, $31M, 1.3% of portfolio, Add +0.1%
- 2022 Q1: 184,168 shares, $20M, 0.80% of portfolio, Add +13.2%
- 2022 Q2: 189,136 shares, $8.2M, 0.41% of portfolio, Add +2.7%
- 2022 Q3: 189,826 shares, $6.2M, 0.33% of portfolio, Add +0.4%
- 2022 Q4: 367,212 shares, $12M, 0.58% of portfolio, Add +93.4%
- 2023 Q1: 361,742 shares, $12M, 0.55% of portfolio, Reduce −1.5%
- 2023 Q2: 325,026 shares, $21M, 0.84% of portfolio, Reduce −10.1%
- 2023 Q3: 315,562 shares, $19M, 0.73% of portfolio, Reduce −2.9%
- 2023 Q4: 148,304 shares, $9.2M, 0.34% of portfolio, Reduce −53.0%
- 2024 Q1: 162,721 shares, $11M, 0.36% of portfolio, Add +9.7%
- 2024 Q2: 200,352 shares, $11M, 0.35% of portfolio, Add +23.1%
- 2024 Q3: 199,433 shares, $11M, 0.34% of portfolio, Reduce −0.5%
- 2024 Q4: 164,600 shares, $7.3M, 0.22% of portfolio, Reduce −17.5%
- 2025 Q1: 167,745 shares, $5.4M, 0.16% of portfolio, Add +1.9%
- 2025 Q2: 166,983 shares, $8.5M, 0.29% of portfolio, Reduce −0.5%
- 2025 Q3: 167,850 shares, $15M, 0.49% of portfolio, Add +0.5%
- 2025 Q4: 167,192 shares, $17M, 0.49% of portfolio, Reduce −0.4%
- 2026 Q1: 167,948 shares, $13M, 0.37% of portfolio, Add +0.5%
- 2026 Q2: 507,075 shares, $47M, 0.43% of portfolio, Add +201.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|