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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
221	TCOM	TRIP COM GROUP LTD	Consumer Cyclical	48	$2K	—	SOLD

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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%