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Havemeyer Place LP 13F holdings

Filed 2026-08-13 · Havemeyer Place LP · 495 positions · $1.0B

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TickerCompanySharesValue% of portfolio
KLACKLA CORP47.6K$14.4M1.4%
MSFTMICROSOFT CORP37.8K$14.1M1.4%
FFORD MTR CO799.9K$11.1M1.1%
TMOTHERMO FISHER SCIENTIFIC INC20.1K$10.1M1.0%
CASYCASEYS GEN STORES INC12.6K$10.0M1.0%
LLYELI LILLY & CO8.2K$9.9M1.0%
ORCLORACLE CORP66.9K$9.8M1.0%
CBRECBRE GROUP INC69.5K$9.4M0.9%
COSTCOSTCO WHSL CORP NEW9.8K$9.2M0.9%
AMZNAMAZON COM INC37.7K$9.0M0.9%
ORLYOREILLY AUTOMOTIVE INC82.1K$7.6M0.7%
FDXFEDEX CORP23.9K$7.5M0.7%
GISGENERAL MLS INC206.7K$7.2M0.7%
—MEDTRONIC PLC89.5K$7.0M0.7%
NKENIKE INC170.3K$7.0M0.7%
AMDADVANCED MICRO DEVICES INC11.5K$6.7M0.7%
CTSHCOGNIZANT TECHNOLOGY SOLUTIO172.2K$6.7M0.7%
—STERIS PLC31.5K$6.6M0.7%
IQVIQVIA HLDGS INC33.6K$6.5M0.6%
TERTERADYNE INC13.4K$6.5M0.6%
GNRCGENERAC HLDGS INC22.0K$6.4M0.6%
EBAYEBAY INC.57.0K$6.4M0.6%
DRIDARDEN RESTAURANTS INC30.9K$6.4M0.6%
HOODROBINHOOD MKTS INC62.8K$6.3M0.6%
SHWSHERWIN WILLIAMS CO18.3K$6.3M0.6%
CMICUMMINS INC8.5K$6.1M0.6%
NOCNORTHROP GRUMMAN CORP11.9K$6.1M0.6%
LMTLOCKHEED MARTIN CORP11.7K$6.0M0.6%
HLTHILTON WORLDWIDE HLDGS INC18.1K$6.0M0.6%
OKLOOKLO INC113.7K$6.0M0.6%
TTWOTAKE-TWO INTERACTIVE SOFTWAR23.8K$6.0M0.6%
IBMINTERNATIONAL BUSINESS MACHS20.9K$5.9M0.6%
CARRCARRIER GLOBAL CORPORATION74.6K$5.5M0.5%
TGTTARGET CORP41.4K$5.4M0.5%
PEPPEPSICO INC39.7K$5.4M0.5%
ANETARISTA NETWORKS INC31.4K$5.3M0.5%
KNXKNIGHT-SWIFT TRANSN HLDGS IN66.6K$5.2M0.5%
CTASCINTAS CORP30.4K$5.2M0.5%
MMM3M CO31.7K$5.1M0.5%
CDWCDW CORP36.3K$5.1M0.5%
SYFSYNCHRONY FINANCIAL67.1K$5.1M0.5%
DOWDOW INC185.2K$5.1M0.5%
TXNTEXAS INSTRS INC16.8K$5.0M0.5%
TRGPTARGA RES CORP18.6K$5.0M0.5%
PAYXPAYCHEX INC50.3K$4.9M0.5%
PHPARKER-HANNIFIN CORP5.0K$4.9M0.5%
MELIMERCADOLIBRE INC2.9K$4.9M0.5%
SAIASAIA INC11.5K$4.9M0.5%
VIAVVIAVI SOLUTIONS INC101.6K$4.9M0.5%
COFCAPITAL ONE FINL CORP24.2K$4.8M0.5%
SBACSBA COMMUNICATIONS CORP NEW27.3K$4.8M0.5%
AZOAUTOZONE INC1.5K$4.8M0.5%
CRSCARPENTER TECHNOLOGY CORP7.6K$4.7M0.5%
DECKDECKERS OUTDOOR CORP46.7K$4.6M0.5%
GSGOLDMAN SACHS GROUP INC4.6K$4.6M0.5%
DAVEDAVE INC12.4K$4.6M0.5%
CARAVIS BUDGET GROUP31.3K$4.6M0.5%
NDAQNASDAQ INC57.3K$4.5M0.4%
PODDINSULET CORP29.5K$4.5M0.4%
TEAMATLASSIAN CORPORATION57.5K$4.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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