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Portfolio (Quarterly) Guide ↗

Havemeyer Place LP

· CIK 0002026128
13F Portfolio $867M AUM 498 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 193 Added 81 Reduced 230 Exited
Page 22 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WLK WESTLAKE CORPORATION Basic Materials 3,250.0 $380K 0.04% NEW $116.82 -25.3%
422 AER AERCAP HOLDINGS NV Industrials 2,756.0 $378K 0.04% NEW $137.18 +1.6%
423 AJG GALLAGHER ARTHUR J & CO Financial Services 1,735.0 $376K 0.04% NEW $216.58 -6.6%
424 RUN SUNRUN INC Energy 27,515.0 $373K 0.04% -34K -55.5% $13.56 +20.9%
425 GWW WW GRAINGER INC Industrials 340.0 $371K 0.04% NEW $1090.81 +13.9%
426 LNT ALLIANT ENERGY CORP Utilities 5,051.0 $362K 0.04% NEW $71.76 -0.1%
427 CNQ CANADIAN NAT RES LTD Energy 7,161.0 $349K 0.04% NEW $48.73 -6.5%
428 TTC TORO CO Industrials 3,673.0 $343K 0.04% -22K -85.7% $93.44 -3.7%
429 FNB F N B CORP Financial Services 20,486.0 $343K 0.04% +7K +57.0% $16.72 +4.3%
430 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 73,180.0 $342K 0.04% +38K +105.2% $4.68 +6.1%
431 AAOI APPLIED OPTOELECTRONICS INC Technology 4,010.0 $339K 0.04% -20K -83.0% $84.59 +88.7%
432 MKL MARKEL GROUP INC Financial Services 176.0 $337K 0.04% NEW $1914.07 -3.3%
433 MS MORGAN STANLEY Financial Services 2,037.0 $335K 0.04% +1K +116.5% $164.57 +24.6%
434 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,179.0 $326K 0.04% NEW $276.70 +10.4%
435 WEX WEX INC Technology 2,115.0 $324K 0.04% -801.0 -27.5% $153.04 -5.2%
436 TXN TEXAS INSTRS INC Technology 1,657.0 $322K 0.04% -8K -83.6% $194.14 +62.3%
437 VMC VULCAN MATLS CO Basic Materials 1,180.0 $321K 0.04% NEW $272.30 +4.2%
438 BBAI BIGBEAR AI HLDGS INC Technology 91,026.0 $320K 0.04% NEW $3.52 +36.6%
439 EW EDWARDS LIFESCIENCES CORP Healthcare 3,857.0 $309K 0.04% NEW $80.08 +8.3%
440 ISRG INTUITIVE SURGICAL INC Healthcare 664.0 $306K 0.04% NEW $460.99 -8.4%
Page 22 of 25  ·  498 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 21.1%
Industrials 15.9%
Consumer Cyclical 14.1%
Financial Services 11.5%
Healthcare 11.0%
Consumer Defensive 7.2%
Basic Materials 5.4%
Energy 4.9%
Real Estate 3.8%
Communication Services 3.5%