Institutions / Havemeyer Place LP
Havemeyer Place LP
CIK 2026128 · Institution · as of Dec 31, 2025
Portfolio value
$507.35M
Positions
504
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 504 →
| Company | Value | % of portfolio |
|---|---|---|
| Lennar Corp /New | $8.56M | 1.7% |
| ServiceNow Inc | $7.37M | 1.5% |
| Lockheed Martin Corp | $5.77M | 1.1% |
| Exxon Mobil Corp | $5.25M | 1.0% |
| Applied Materials Inc /De | $4.36M | 0.9% |
| The Boeing Company | $4.32M | 0.9% |
| Philip Morris International Inc. | $4.18M | 0.8% |
| Robinhood Markets, Inc. | $4.16M | 0.8% |
| Walt Disney Co | $4.07M | 0.8% |
| Freeport-McMoran Inc | $3.91M | 0.8% |
| Fiserv Inc | $3.74M | 0.7% |
| Slb LIMITED/NV | $3.70M | 0.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.67M | 0.7% |
| Coherent Corp | $3.59M | 0.7% |
| NVIDIA Corp | $3.52M | 0.7% |
| Coupang, Inc. | $3.48M | 0.7% |
| Hewlett Packard Enterprise Co | $3.28M | 0.6% |
| Equifax Inc | $3.18M | 0.6% |
| Keysight Technologies, Inc. | $3.18M | 0.6% |
| KKR & Co. Inc. | $3.14M | 0.6% |
| Meta Platforms Inc | $3.02M | 0.6% |
| PTC Inc | $2.98M | 0.6% |
| Ciena Corp | $2.97M | 0.6% |
| Nokia Corp | $2.95M | 0.6% |
| Boston Scientific Corp | $2.81M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.