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Portfolio (Quarterly) Guide ↗

Havemeyer Place LP

· CIK 0002026128
13F Portfolio $1.0B AUM 497 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 218 New 131 Added 146 Reduced 221 Exited
Page 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 2,406.0 $503K 0.05% +369.0 +18.1% $209.04 +2.5%
122 VTRS VIATRIS INC Healthcare 31,457.0 $500K 0.05% +25K +385.9% $15.88 +2.3%
123 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 106,881.0 $494K 0.05% +34K +46.0% $4.62 -22.5%
124 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,296.0 $490K 0.05% +280.0 +9.3% $148.69 +15.9%
125 FNB F N B CORP Financial Services 25,637.0 $489K 0.05% +5K +25.1% $19.08 -2.7%
126 MKL MARKEL GROUP INC Financial Services 248.0 $484K 0.05% +72.0 +40.9% $1953.01 -8.1%
127 WLK WESTLAKE CORPORATION Basic Materials 6,007.0 $439K 0.04% +3K +84.8% $73.00 +8.8%
128 KBH KB HOME Consumer Cyclical 6,100.0 $382K 0.04% +3K +86.9% $62.59 -9.9%
129 DNN DENISON MINES CORP Energy 67,519.0 $207K 0.02% +44K +182.1% $3.06 +5.2%
130 AXTI AXT INC Technology 2,678.0 $193K 0.02% +2K +176.7% $72.08 +1.9%
131 TTD THE TRADE DESK INC Technology 10,625.0 $192K 0.02% +5K +78.3% $18.08 -25.1%
Page 7 of 7  ·  131 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 22.1%
Consumer Cyclical 16.8%
Industrials 15.4%
Healthcare 10.5%
Financial Services 8.9%
Consumer Defensive 6.4%
Real Estate 5.2%
Basic Materials 5.1%
Communication Services 3.4%
Energy 3.2%