Oak Thistle LLC

Position in W — Wayfair Inc.

CIK 1755987 NEW YORK, NY

Position in W

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,960,875

+$170,501 QoQ

Shares Held

21,217

-10.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#177

of 452 holders

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Oak Thistle LLC holds $10,069,799 across 4 Internet Retail names. W ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPNG	Coupang, Inc.	361,408	$6,277,656
2	W	Wayfair Inc. This page	21,217	$1,960,875
3	ETSY	Etsy Inc	13,224	$996,163
4	CHWY	Chewy, Inc.	42,499	$835,105

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,960,875	21,217	-10.9%	Shares	Sole	2026-07-21
2026-03-31	$1,790,374	23,805	+867.7%	Shares	Sole	2026-04-13
2025-09-30	$219,751	2,460	-89.5%	Shares	Sole	2025-10-07
2025-06-30	$1,200,153	23,468	+49.4%	Shares	Sole	2025-08-08
2024-09-30	$882,419	15,707	+264.1%	Shares	Sole	2024-11-12
2023-12-31	$266,173	4,314	-35.8%	Shares	Sole	2024-01-22
2023-06-30	$436,867	6,720	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.