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Portfolio (Quarterly) Guide ↗

Haven Private, LLC

· CIK 0002053665
13F Portfolio $230M AUM 166 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 75 Added 43 Reduced 12 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 YEXT YEXT INC Technology 45,037.0 $173K 0.07% -14K -24.0% $3.84 +2.7%
42 BBBY BED BATH & BEYOND INC Consumer Cyclical 17,585.0 $82K 0.04% -3K -15.6% $4.64 +38.0%
43 NTRB NUTRIBAND INC Healthcare 11,366.0 $40K 0.02% -60.0 -0.5% $3.53 -1.1%
Page 3 of 3  ·  43 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 34.4%
Financial Services 28.9%
Industrials 11.3%
Healthcare 8.6%
Communication Services 7.1%
Consumer Defensive 5.5%
Consumer Cyclical 2.5%
Energy 1.2%
Basic Materials 0.6%