Position in CPRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,949
+$3,878 QoQ
Shares Held
282
+171.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#943
of 1,055 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $284,587 across 7 Specialty Business Services names. CPRT ranks #5 (2.8% of the industry book) .
All Filings in CPRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,949 | 282 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $4,071 | 104 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,787 | 62 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $2,060 | 42 | Shares | Defined | 2025-08-19 | |
| 2024-12-31 | $172 | 3 | Shares | Sole | 2025-02-05 | |
| 2023-03-31 | $11,131 | 148 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||