Havemeyer Place LP
- SEC CIK
- 0002026128
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only.
- Positions
- 504
- No filing for Q3 2025
- Portfolio value
- $507.3M
- No filing for Q3 2025
Havemeyer Place LP did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LENLennar Corp | CL A | 83,309 | $8.56M | 1.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 48,081 | $7.37M | 1.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 11,931 | $5.77M | 1.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 43,625 | $5.25M | 1.0% | – | – | History |
| AMATApplied Materials Inc | Stock | 16,984 | $4.36M | 0.9% | – | – | History |
| BABoeing Co | Stock | 19,883 | $4.32M | 0.9% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 26,086 | $4.18M | 0.8% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 36,796 | $4.16M | 0.8% | – | – | History |
| DISWalt Disney Co | Stock | 35,768 | $4.07M | 0.8% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 77,001 | $3.91M | 0.8% | – | – | History |
| FISVFiserv Inc | Stock | 55,672 | $3.74M | 0.7% | – | – | History |
| SLBSLB Limited | Stock | 96,433 | $3.70M | 0.7% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,092 | $3.67M | 0.7% | – | – | History |
| COHRCoherent Corp. | COM | 19,457 | $3.59M | 0.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 18,850 | $3.52M | 0.7% | – | – | History |
| CPNGCoupang, Inc. | CL A | 147,597 | $3.48M | 0.7% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 136,361 | $3.28M | 0.6% | – | – | History |
| EFXEquifax Inc | COM | 14,668 | $3.18M | 0.6% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 15,659 | $3.18M | 0.6% | – | – | History |
| KKRKKR & Co. Inc. | COM | 24,660 | $3.14M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,577 | $3.02M | 0.6% | – | – | History |
| PTCPTC Inc. | Stock | 17,108 | $2.98M | 0.6% | – | – | History |
| CIENCiena Corp | COM NEW | 12,704 | $2.97M | 0.6% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 455,225 | $2.95M | 0.6% | – | – | History |
| BSXBoston Scientific Corp | Stock | 29,426 | $2.81M | 0.6% | – | – | History |
| AAgilent Technologies, Inc. | COM | 20,422 | $2.78M | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 32,603 | $2.75M | 0.5% | – | – | History |
| SNPSSynopsys Inc | COM | 5,792 | $2.72M | 0.5% | – | – | History |
| JJacobs Solutions Inc. | COM | 20,103 | $2.66M | 0.5% | – | – | History |
| GLWCorning Inc | COM | 30,191 | $2.64M | 0.5% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 25,249 | $2.60M | 0.5% | – | – | History |
| CPAYCorpay, Inc. | COM SHS | 8,542 | $2.57M | 0.5% | – | – | History |
| TELTE Connectivity plc | Stock | 11,290 | $2.57M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 7,310 | $2.56M | 0.5% | – | – | History |
| NVONovo Nordisk A S | ADR | 50,223 | $2.56M | 0.5% | – | – | History |
| SPGIS&P Global Inc. | Stock | 4,875 | $2.55M | 0.5% | – | – | History |
| CCitigroup Inc | Stock | 21,706 | $2.53M | 0.5% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 81,774 | $2.50M | 0.5% | – | – | History |
| BLKBlackRock, Inc. | Stock | 2,331 | $2.49M | 0.5% | – | – | History |
| CORCencora, Inc. | Stock | 7,204 | $2.43M | 0.5% | – | – | History |
| COOCooper Companies, Inc. | COM | 29,634 | $2.43M | 0.5% | – | – | History |
| CLSCelestica Inc | Stock | 8,210 | $2.43M | 0.5% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 3,510 | $2.37M | 0.5% | – | – | History |
| SAPSAP SE | ADR | 9,714 | $2.36M | 0.5% | – | – | History |
| GMGeneral Motors Co | COM | 28,636 | $2.33M | 0.5% | – | – | History |
| UBERUber Technologies, Inc | Stock | 27,784 | $2.27M | 0.4% | – | – | History |
| PLDPrologis, Inc. | REIT | 17,459 | $2.23M | 0.4% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 25,982 | $2.22M | 0.4% | – | – | History |
| BXBlackstone Inc. | COM | 14,393 | $2.22M | 0.4% | – | – | History |
| UTHRUnited Therapeutics Corp | COM | 4,493 | $2.19M | 0.4% | – | – | History |
| LHLabcorp Holdings Inc. | Stock | 8,678 | $2.18M | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 19,313 | $2.15M | 0.4% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 56,470 | $2.14M | 0.4% | – | – | History |
| ESEversource Energy | Stock | 31,668 | $2.13M | 0.4% | – | – | History |
| KSSKOHLS Corp | Stock | 103,278 | $2.11M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 10,134 | $2.10M | 0.4% | – | – | History |
| RYRoyal Bank of Canada | Stock | 12,238 | $2.09M | 0.4% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 31,932 | $2.08M | 0.4% | – | – | History |
| RBLXRoblox Corp | Stock | 25,643 | $2.08M | 0.4% | – | – | History |
| THCTenet Healthcare Corp | COM NEW | 10,335 | $2.05M | 0.4% | – | – | History |
| CPRTCopart Inc | COM | 52,205 | $2.04M | 0.4% | – | – | History |
| HUBSHubSpot Inc | COM | 5,093 | $2.04M | 0.4% | – | – | History |
| CNCCentene Corp | Stock | 49,194 | $2.02M | 0.4% | – | – | History |
| TTCToro Co | COM | 25,704 | $2.02M | 0.4% | – | – | History |
| VLOValero Energy Corp | Stock | 12,424 | $2.02M | 0.4% | – | – | History |
| TPRTapestry, Inc. | COM | 15,744 | $2.01M | 0.4% | – | – | History |
| NIONIO Inc. | ADR | 389,142 | $1.98M | 0.4% | – | – | History |
| TDGTransDigm Group INC | COM | 1,486 | $1.98M | 0.4% | – | – | History |
| LRNStride, Inc. | COM | 30,428 | $1.98M | 0.4% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 16,398 | $1.97M | 0.4% | – | – | History |
| GHGuardant Health, Inc. | COM | 18,838 | $1.92M | 0.4% | – | – | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 61,278 | $1.91M | 0.4% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 28,732 | $1.91M | 0.4% | – | – | History |
| SYKStryker Corp | Stock | 5,409 | $1.90M | 0.4% | – | – | History |
| NUENucor Corp | COM | 11,631 | $1.90M | 0.4% | – | – | History |
| KBHKB Home | COM | 33,255 | $1.88M | 0.4% | – | – | History |
| PSXPhillips 66 | Stock | 14,518 | $1.87M | 0.4% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 239,301 | $1.86M | 0.4% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 15,575 | $1.81M | 0.4% | – | – | History |
| HRLHormel Foods Corp | COM | 74,215 | $1.76M | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 10,117 | $1.76M | 0.3% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 29,329 | $1.74M | 0.3% | – | – | History |
| CLXClorox Co | Stock | 17,145 | $1.73M | 0.3% | – | – | History |
| CRBGCorebridge Financial, Inc. | COM | 56,470 | $1.70M | 0.3% | – | – | History |
| FFord Motor Co | Stock | 127,736 | $1.68M | 0.3% | – | – | History |
| SNXTD Synnex Corp | COM | 11,118 | $1.67M | 0.3% | – | – | History |
| TRGPTarga Resources Corp. | COM | 8,987 | $1.66M | 0.3% | – | – | History |
| BBYBest Buy Co Inc | Stock | 24,611 | $1.65M | 0.3% | – | – | History |
| FTAIFTAI Aviation Ltd. | SHS | 8,345 | $1.64M | 0.3% | – | – | History |
| GEVGE Vernova Inc. | Stock | 2,507 | $1.64M | 0.3% | – | – | History |
| UNMUnum Group | Stock | 21,070 | $1.63M | 0.3% | – | – | History |
| CEGConstellation Energy Corp | Stock | 4,610 | $1.63M | 0.3% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 11,954 | $1.63M | 0.3% | – | – | History |
| ZSZscaler, Inc. | Stock | 7,185 | $1.62M | 0.3% | – | – | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 98,734 | $1.61M | 0.3% | – | – | History |
| SFMSprouts Farmers Market, Inc. | COM | 20,138 | $1.60M | 0.3% | – | – | History |
| ATIAti Inc | Stock | 13,632 | $1.56M | 0.3% | – | – | History |
| XPEVXpeng Inc. | ADS | 76,108 | $1.54M | 0.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 26,359 | $1.54M | 0.3% | – | – | History |
| METMetlife Inc | Stock | 19,484 | $1.54M | 0.3% | – | – | History |