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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
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# Ticker Company Sector Shares Value ↓ % Port Status
101 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 7,242 $1.5M 0.17% SOLD
102 — FTAI AVIATION LTD — 6,167 $1.5M 0.17% SOLD
103 LYG LLOYDS BANKING GROUP PLC Financial Services 300,300 $1.5M 0.17% SOLD
104 JBLU JETBLUE AWYS CORP Industrials 340,842 $1.5M 0.17% SOLD
105 PBR PETROLEO BRASILEIRO SA PETRO Energy 71,994 $1.5M 0.17% SOLD
106 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 33,922 $1.5M 0.17% SOLD
107 CCK CROWN HLDGS INC Consumer Cyclical 14,501 $1.5M 0.17% SOLD
108 RHI ROBERT HALF INC. Industrials 57,140 $1.5M 0.17% SOLD
109 GH GUARDANT HEALTH INC Healthcare 15,655 $1.4M 0.17% SOLD
110 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,893 $1.4M 0.17% SOLD
111 VRSK VERISK ANALYTICS INC Industrials 7,292 $1.4M 0.16% SOLD
112 DG DOLLAR GEN CORP NEW Consumer Defensive 11,594 $1.4M 0.16% SOLD
113 — RB GLOBAL INC — 14,184 $1.4M 0.16% SOLD
114 WRD WERIDE INC Technology 167,972 $1.4M 0.16% SOLD
115 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 15,869 $1.3M 0.15% SOLD
116 EQX EQUINOX GOLD CORP Basic Materials 90,072 $1.3M 0.15% SOLD
117 AGX ARGAN INC Industrials 2,386 $1.3M 0.15% SOLD
118 ALL ALLSTATE CORP Financial Services 6,245 $1.3M 0.15% SOLD
119 ASX ASE TECHNOLOGY HLDG CO LTD Technology 59,127 $1.3M 0.15% SOLD
120 SG SWEETGREEN INC Consumer Cyclical 243,171 $1.3M 0.15% 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%