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Portfolio (Quarterly) Guide ↗

Havemeyer Place LP

· CIK 0002026128
13F Portfolio $867M AUM 498 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 193 Added 81 Reduced 230 Exited
Page 2 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SAIA SAIA INC Industrials 11,342.0 $4.0M 0.46% +9K +323.2% $351.28 +35.1%
22 SPGI S&P GLOBAL INC Financial Services 8,808.0 $3.7M 0.43% +4K +80.7% $425.34 -1.5%
23 DAR DARLING INGREDIENTS INC Consumer Defensive 60,271.0 $3.7M 0.43% +36K +146.4% $61.85 -4.3%
24 IAG IAMGOLD CORP Basic Materials 195,685.0 $3.7M 0.42% +122K +167.2% $18.82 -6.9%
25 SHW SHERWIN WILLIAMS CO Basic Materials 11,466.0 $3.7M 0.42% +9K +404.0% $320.55 -5.0%
26 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 39,858.0 $3.7M 0.42% +37K +1320.0% $92.04 -8.7%
27 ROST ROSS STORES INC Consumer Cyclical 16,931.0 $3.7M 0.42% +16K +3035.4% $216.63 +4.6%
28 ANGLOGOLD ASHANTI PLC 37,526.0 $3.7M 0.42% +32K +611.3% $97.36
29 MCD MCDONALDS CORP Consumer Cyclical 11,426.0 $3.6M 0.41% +9K +348.6% $310.79 -10.5%
30 LUMN LUMEN TECHNOLOGIES INC Communication Services 504,605.0 $3.5M 0.41% +265K +110.9% $6.95 +52.4%
31 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 108,968.0 $3.5M 0.40% +94K +623.6% $32.01 +0.6%
32 KMI KINDER MORGAN INC DEL Energy 101,923.0 $3.4M 0.39% +80K +371.8% $33.53 -4.6%
33 KMX CARMAX INC Consumer Cyclical 82,093.0 $3.4M 0.39% +59K +253.2% $41.58 +5.0%
34 ONON ON HLDG AG Consumer Cyclical 98,608.0 $3.4M 0.39% +68K +226.9% $34.02 +16.4%
35 IVZ INVESCO LTD Financial Services 130,219.0 $3.2M 0.36% +93K +254.6% $24.29 +14.4%
36 MAA MID-AMER APT CMNTYS INC Real Estate 25,123.0 $3.1M 0.35% +21K +494.2% $122.12 +7.1%
37 VICI VICI PPTYS INC Real Estate 110,277.0 $3.0M 0.35% +63K +131.1% $27.32 +3.7%
38 PEP PEPSICO INC Consumer Defensive 19,397.0 $3.0M 0.35% +11K +125.4% $155.29 -6.0%
39 AIG AMERICAN INTL GROUP INC Financial Services 39,480.0 $3.0M 0.34% +13K +52.0% $75.25 -0.5%
40 AZO AUTOZONE INC Consumer Cyclical 879.0 $3.0M 0.34% +487.0 +124.2% $3377.78 -11.0%
Page 2 of 10  ·  193 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.1%
Industrials 15.9%
Consumer Cyclical 14.1%
Financial Services 11.5%
Healthcare 11.0%
Consumer Defensive 7.2%
Basic Materials 5.4%
Energy 4.9%
Real Estate 3.8%
Communication Services 3.5%