Neo Ivy Capital Management

Position in W — Wayfair Inc.

CIK 1727783 NEW YORK, NY

Position in W

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$908,026

-$837,903 QoQ

Shares Held

9,825

-43.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#208

of 451 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Neo Ivy Capital Management holds $3,141,427 across 5 Internet Retail names. W ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPNG	Coupang, Inc.	53,399	$927,540
2	W	Wayfair Inc. This page	9,825	$908,026
3	CHWY	Chewy, Inc.	25,720	$505,398
4	CART	Maplebear Inc.	8,503	$402,617
5	DASH	DoorDash, Inc.	2,156	$397,846

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$908,026	9,825	-43.5%	Shares	Sole	2026-08-14
2025-12-31	$1,745,929	17,388	+176.8%	Shares	Sole	2026-02-13
2025-09-30	$561,171	6,282	-87.5%	Shares	Sole	2025-11-12
2025-06-30	$2,569,017	50,235	+57.2%	Shares	Sole	2025-08-12
2025-03-31	$1,023,742	31,962	-60.2%	Shares	Sole	2025-05-06
2024-12-31	$3,560,004	80,325	+655.5%	Shares	Sole	2025-02-18
2024-06-30	$560,625	10,632	+1726.8%	Shares	Sole	2024-07-19
2023-12-31	$35,909	582	-94.0%	Shares	Sole	2024-02-26
2023-09-30	$583,652	9,636	+38.2%	Shares	Sole	2023-11-30
2023-06-30	$453,444	6,975	-56.4%	Shares	Sole	2023-08-16
2022-12-31	$526,305	16,002	+10712.2%	Shares	Sole	2023-03-27
2021-12-31	$28,115	148	-56.5%	Shares	Sole	2022-02-15
2021-06-30	$107,341	340	+335.9%	Shares	Sole	2021-08-16
2021-03-31	$24,550	78	-31.6%	Shares	Sole	2021-10-07
2020-12-31	$25,742	114	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.